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
$6.89B
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$18.3M
3
+$9.43M
4
MSFT icon
Microsoft
MSFT
+$9.2M
5
AMZN icon
Amazon
AMZN
+$7.06M

Top Sells

1
+$52.6M
2
+$18.3M
3
+$8.74M
4
FTV icon
Fortive
FTV
+$6.13M
5
GLW icon
Corning
GLW
+$5.78M

Sector Composition

1 Technology 31.86%
2 Healthcare 16.77%
3 Financials 11.67%
4 Consumer Discretionary 11.07%
5 Consumer Staples 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.81M 0.04%
32,341
+2,566
102
$2.7M 0.04%
77,048
-4,341
103
$2.68M 0.04%
78,598
-741
104
$2.64M 0.04%
16,149
-219
105
$2.56M 0.04%
1,303
-214
106
$2.54M 0.04%
14,305
+4,695
107
$2.37M 0.03%
23,845
-17,352
108
$2.26M 0.03%
44,878
-796
109
$2.23M 0.03%
13,192
110
$2.18M 0.03%
13,225
111
$2.13M 0.03%
7,408
+180
112
$2.08M 0.03%
46,214
+5,794
113
$2.08M 0.03%
7,029
+51
114
$2M 0.03%
106,870
+4,230
115
$1.97M 0.03%
35,781
-3,683
116
$1.95M 0.03%
29,141
-230
117
$1.93M 0.03%
8,295
-50
118
$1.86M 0.03%
10,347
119
$1.86M 0.03%
6,274
-165
120
$1.78M 0.03%
77,598
-3
121
$1.78M 0.03%
28,816
-8
122
$1.77M 0.03%
12,741
+588
123
$1.66M 0.02%
112,447
-6,710
124
$1.66M 0.02%
8,773
125
$1.62M 0.02%
12,999
-159
3 4
5
6 7