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
126
$1.55M 0.04%
20,975
-1,075
127
$1.54M 0.04%
16,765
+330
128
$1.53M 0.04%
50,190
129
$1.51M 0.04%
13,225
-700
130
$1.49M 0.04%
7
131
$1.45M 0.03%
31,179
-7,173
132
$1.44M 0.03%
17,456
-85
133
$1.43M 0.03%
45,516
+2,625
134
$1.39M 0.03%
28,709
-1,051
135
$1.35M 0.03%
21,194
136
$1.24M 0.03%
112,212
137
$1.22M 0.03%
7,500
138
$1.21M 0.03%
9,750
139
$1.21M 0.03%
10,279
140
$1.2M 0.03%
929
141
$1.15M 0.03%
38,957
+1,697
142
$1.14M 0.03%
15,179
+69
143
$1.13M 0.03%
13,940
-3,780
144
$1.09M 0.03%
17,655
145
$1.09M 0.03%
17,799
-2,000
146
$1.07M 0.03%
58,425
-1,500
147
$1.05M 0.02%
8,266
-229
148
$1.04M 0.02%
6,615
+500
149
$1.01M 0.02%
29,542
-1,988
150
$986K 0.02%
4,749
-1,147
4 5
6
7 8