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
151
$1.14M 0.02%
11,995
+1,060
152
$1.13M 0.02%
6,039
-409
153
$1.1M 0.02%
19,587
154
$1.1M 0.02%
166,318
-6,475
155
$1.06M 0.02%
16,005
+11,253
156
$1.05M 0.02%
41,487
+154
157
$1.04M 0.02%
11,367
158
$1.04M 0.02%
3,196
+456
159
$1M 0.02%
5,165
160
$1M 0.02%
+33,843
161
$972K 0.02%
8,275
162
$960K 0.02%
7,069
+19
163
$888K 0.02%
24,360
+16,032
164
$881K 0.02%
11,868
+3,138
165
$878K 0.02%
59,609
166
$846K 0.02%
15,787
+48
167
$831K 0.02%
14,088
+16
168
$794K 0.02%
23,318
+274
169
$777K 0.02%
+23,214
170
$777K 0.02%
6,687
+18
171
$777K 0.02%
16,014
+14
172
$774K 0.01%
12,011
+11
173
$773K 0.01%
15,623
-1,175
174
$769K 0.01%
53,535
+5,610
175
$765K 0.01%
4,749
5 6
7
8 9