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
$5.18B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$6.08M
3
+$5.29M
4
CELG
Celgene Corp
CELG
+$5.23M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.04M

Top Sells

1
+$11.1M
2
+$8.66M
3
+$4M
4
ADP icon
Automatic Data Processing
ADP
+$3.88M
5
RTX icon
RTX Corp
RTX
+$3.15M

Sector Composition

1 Technology 24.57%
2 Healthcare 18.73%
3 Consumer Staples 11.29%
4 Financials 9.42%
5 Industrials 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.38M 0.07%
34,236
102
$3.29M 0.06%
162,625
-13,265
103
$3.29M 0.06%
65,726
-1,402
104
$3.17M 0.06%
57,386
-10,581
105
$3.12M 0.06%
86,452
-23,072
106
$2.97M 0.06%
22,447
-488
107
$2.82M 0.05%
108,294
+228
108
$2.8M 0.05%
21,394
-156
109
$2.72M 0.05%
19,065
+288
110
$2.67M 0.05%
8,523
+11
111
$2.51M 0.05%
73,979
-75
112
$2.49M 0.05%
1,361
+432
113
$2.32M 0.04%
16,712
-370
114
$2.3M 0.04%
44,862
+694
115
$2.26M 0.04%
8,889
+12
116
$2.25M 0.04%
35,340
+325
117
$2.25M 0.04%
37,920
+40
118
$2.13M 0.04%
34,103
+7,580
119
$2.04M 0.04%
29,791
+8,052
120
$2.04M 0.04%
178,780
-66,488
121
$2M 0.04%
31,459
+425
122
$1.95M 0.04%
56,075
+28
123
$1.95M 0.04%
32,145
-437
124
$1.94M 0.04%
152,925
-35,275
125
$1.9M 0.04%
49,467
-5
3 4
5
6 7