LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.2B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$127M
3
+$111M
4
QCOM icon
Qualcomm
QCOM
+$99.6M
5
SYK icon
Stryker
SYK
+$94.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.43%
2 Consumer Staples 15.99%
3 Healthcare 13.4%
4 Industrials 11.5%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.36M 0.04%
+21,492
127
$1.34M 0.04%
+25,833
128
$1.33M 0.04%
+29,795
129
$1.33M 0.04%
+95,840
130
$1.32M 0.04%
+34,395
131
$1.29M 0.04%
+10,683
132
$1.25M 0.04%
+27,990
133
$1.23M 0.04%
+31,837
134
$1.22M 0.04%
+78,583
135
$1.21M 0.04%
+12,272
136
$1.2M 0.04%
+40,673
137
$1.18M 0.04%
+7
138
$1.16M 0.04%
+15,505
139
$1.16M 0.04%
+22,450
140
$1.14M 0.04%
+7,697
141
$1.07M 0.03%
+22,327
142
$975K 0.03%
+112,338
143
$972K 0.03%
+23,754
144
$959K 0.03%
+19,229
145
$932K 0.03%
+34,846
146
$923K 0.03%
+20,650
147
$900K 0.03%
+22,352
148
$873K 0.03%
+17,902
149
$862K 0.03%
+18,775
150
$808K 0.03%
+15,570
4 5
6
7 8