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
$11.2B
AUM Growth
+$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$24.7M
3
+$21.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.2M
5
MSFT icon
Microsoft
MSFT
+$13.9M

Top Sells

1
+$36.1M
2
+$34.1M
3
+$14.3M
4
FISV
Fiserv Inc
FISV
+$8.33M
5
SYK icon
Stryker
SYK
+$5.59M

Sector Composition

1 Technology 39.27%
2 Healthcare 16.48%
3 Financials 10.49%
4 Consumer Discretionary 10.48%
5 Communication Services 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.48M 0.04%
19,953
102
$4.45M 0.04%
43,461
+40,013
103
$4.42M 0.04%
16,959
-489
104
$4.33M 0.04%
30,547
-405
105
$4.16M 0.04%
59,098
-46,746
106
$4.09M 0.04%
16,145
-3,639
107
$3.93M 0.04%
7,678
-1,243
108
$3.67M 0.03%
19,864
-125
109
$3.66M 0.03%
32,131
-674
110
$3.6M 0.03%
20,996
-199,004
111
$3.44M 0.03%
5
112
$3.37M 0.03%
8,847
-125
113
$3.32M 0.03%
18,211
+2,495
114
$3.22M 0.03%
15,210
+8,665
115
$3.2M 0.03%
182,558
116
$3.09M 0.03%
21,566
117
$3.02M 0.03%
48,511
-357
118
$3.02M 0.03%
15,260
-50
119
$2.96M 0.03%
103,315
-1,582
120
$2.95M 0.03%
5,174
-5
121
$2.92M 0.03%
24,497
+367
122
$2.82M 0.03%
50,372
-15,191
123
$2.76M 0.02%
5,601
-124
124
$2.7M 0.02%
12,347
-195
125
$2.64M 0.02%
5,370
-55
3 4
5
6 7