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
126
$1.57M 0.02%
53,724
-2,200
127
$1.56M 0.02%
5
128
$1.55M 0.02%
30,522
+2,359
129
$1.53M 0.02%
12,820
130
$1.51M 0.02%
58,500
-13,940
131
$1.5M 0.02%
25,541
-968
132
$1.46M 0.02%
20,505
-1,301
133
$1.41M 0.02%
52,965
134
$1.39M 0.02%
23,094
+930
135
$1.35M 0.02%
17,335
-2,155
136
$1.28M 0.02%
11,943
137
$1.25M 0.02%
6,012
138
$1.24M 0.02%
285,120
-360
139
$1.24M 0.02%
12,403
-2,078
140
$1.22M 0.02%
18,703
-225
141
$1.18M 0.02%
4,855
-20
142
$1.18M 0.02%
6,011
143
$1.18M 0.02%
7,285
+2,397
144
$1.16M 0.02%
12,885
+8,000
145
$1.16M 0.02%
9,783
146
$1.16M 0.02%
15,285
147
$1.14M 0.02%
20,531
+4,136
148
$1.09M 0.02%
6,534
-1
149
$1.08M 0.02%
13,286
+900
150
$1.08M 0.02%
26,310
+1,325
4 5
6
7 8