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
151
$1.07M 0.02%
12,038
-62
152
$1.07M 0.02%
18,356
-136
153
$1.06M 0.02%
7,492
154
$1.04M 0.02%
10,505
-90
155
$1.03M 0.02%
18,637
-238
156
$1M 0.01%
7,220
157
$994K 0.01%
59,306
158
$980K 0.01%
6,299
-200
159
$958K 0.01%
13,002
160
$952K 0.01%
19,973
-1,119
161
$917K 0.01%
33,527
+13,207
162
$906K 0.01%
16,900
163
$895K 0.01%
10,210
164
$855K 0.01%
6,103
-250
165
$853K 0.01%
10,795
166
$844K 0.01%
31,530
167
$818K 0.01%
21,170
+2,675
168
$813K 0.01%
8,717
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169
$807K 0.01%
2,290
170
$806K 0.01%
13,361
+1,920
171
$800K 0.01%
12,626
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172
$785K 0.01%
11,748
-3,084
173
$764K 0.01%
17,136
+314
174
$761K 0.01%
17,329
-600
175
$716K 0.01%
2,921
+573
5 6
7
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