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
151
$804K 0.03%
+17,645
152
$785K 0.02%
+27,529
153
$755K 0.02%
+8,914
154
$745K 0.02%
+16,529
155
$730K 0.02%
+7,573
156
$722K 0.02%
+23,275
157
$720K 0.02%
+8,050
158
$717K 0.02%
+19,828
159
$713K 0.02%
+38,300
160
$712K 0.02%
+7,216
161
$711K 0.02%
+10,329
162
$709K 0.02%
+12,940
163
$707K 0.02%
+15,141
164
$703K 0.02%
+6,862
165
$679K 0.02%
+6,891
166
$654K 0.02%
+7,609
167
$651K 0.02%
+14,567
168
$643K 0.02%
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169
$639K 0.02%
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170
$612K 0.02%
+11,933
171
$607K 0.02%
+27,553
172
$594K 0.02%
+12,000
173
$572K 0.02%
+5,000
174
$563K 0.02%
+18,320
175
$542K 0.02%
+42,137