LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.4B
1-Year Est. Return 11.1%
This Quarter Est. Return
1 Year Est. Return
+11.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.24B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$9.24M
3
+$9.2M
4
HAIN icon
Hain Celestial
HAIN
+$6.33M
5
ABT icon
Abbott
ABT
+$6.18M

Top Sells

1
+$5.37M
2
+$4.32M
3
+$3.92M
4
GLW icon
Corning
GLW
+$3.05M
5
MDP
Meredith Corporation
MDP
+$2.5M

Sector Composition

1 Technology 20.33%
2 Healthcare 18.48%
3 Consumer Staples 14.11%
4 Consumer Discretionary 10.62%
5 Industrials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.49M 0.08%
117,540
-960
102
$3.41M 0.08%
84,787
-7,238
103
$3.34M 0.08%
69,104
-9,200
104
$3.33M 0.08%
22,993
-4,956
105
$3.29M 0.08%
52,003
-42
106
$2.87M 0.07%
25,217
+79
107
$2.75M 0.06%
94,433
-46,126
108
$2.68M 0.06%
65,851
-675
109
$2.64M 0.06%
68,700
+3,940
110
$2.6M 0.06%
113,694
-1,503
111
$2.37M 0.06%
105,532
112
$2.17M 0.05%
26,075
-3,475
113
$2.13M 0.05%
37,245
-3,532
114
$2.06M 0.05%
22,287
-3,010
115
$2.02M 0.05%
71,734
-13,450
116
$2.01M 0.05%
7,734
-20
117
$2.01M 0.05%
26,494
118
$1.83M 0.04%
59,983
+26,678
119
$1.77M 0.04%
8,628
+104
120
$1.7M 0.04%
27,121
121
$1.7M 0.04%
13,702
-1,320
122
$1.69M 0.04%
28,840
123
$1.68M 0.04%
19,172
-400
124
$1.68M 0.04%
18,793
125
$1.6M 0.04%
22,327
3 4
5
6 7