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
126
$2.56M 0.02%
27,915
-394
127
$2.5M 0.02%
13,936
-210
128
$2.49M 0.02%
7,476
-190
129
$2.35M 0.02%
7,987
+717
130
$2.23M 0.02%
8,827
+100
131
$2.18M 0.02%
4,091
132
$2.18M 0.02%
25,830
-3,142
133
$2.01M 0.02%
3,583
+36
134
$1.92M 0.02%
85,769
-327
135
$1.88M 0.02%
25,336
-1,381
136
$1.87M 0.02%
6,608
-85
137
$1.83M 0.02%
6,790
+229
138
$1.69M 0.02%
5,270
139
$1.59M 0.01%
9,548
-100
140
$1.55M 0.01%
752
141
$1.54M 0.01%
3,246
-335
142
$1.51M 0.01%
7,920
143
$1.5M 0.01%
19,036
-6,473
144
$1.48M 0.01%
8,923
-150
145
$1.44M 0.01%
9,617
-268
146
$1.43M 0.01%
2,534
-18
147
$1.4M 0.01%
2,398
+779
148
$1.36M 0.01%
19,474
-173
149
$1.36M 0.01%
16,000
150
$1.28M 0.01%
9,175
4 5
6
7 8