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
126
$1.87M 0.04%
11,615
+7,470
127
$1.87M 0.04%
14,893
-976
128
$1.85M 0.04%
13,225
129
$1.8M 0.03%
11,372
130
$1.74M 0.03%
112,212
131
$1.68M 0.03%
24,097
-304
132
$1.65M 0.03%
6
133
$1.63M 0.03%
6,471
+171
134
$1.53M 0.03%
17,254
-206
135
$1.5M 0.03%
18,531
-46
136
$1.44M 0.03%
19,443
+604
137
$1.42M 0.03%
22,576
-143
138
$1.4M 0.03%
23,640
139
$1.39M 0.03%
6,162
+177
140
$1.34M 0.03%
11,164
-128
141
$1.32M 0.03%
44,606
+249
142
$1.31M 0.03%
16,180
143
$1.28M 0.02%
13,515
-425
144
$1.26M 0.02%
28,674
145
$1.26M 0.02%
13,953
-119
146
$1.24M 0.02%
8,522
147
$1.24M 0.02%
27,544
+44
148
$1.23M 0.02%
10,125
149
$1.19M 0.02%
7,241
-29
150
$1.19M 0.02%
21,955
4 5
6
7 8