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
151
$1.26M 0.01%
18,968
152
$1.26M 0.01%
22,258
-773
153
$1.26M 0.01%
290
+3
154
$1.19M 0.01%
6,479
-26
155
$1.18M 0.01%
14,571
156
$1.13M 0.01%
5,507
+1,031
157
$1.11M 0.01%
2,860
+390
158
$1.06M 0.01%
17,775
159
$1.04M 0.01%
15,120
-850
160
$1.04M 0.01%
19,588
-610
161
$1.02M 0.01%
20,425
+5,025
162
$1.02M 0.01%
6,628
+656
163
$1M 0.01%
19,643
-5,452
164
$996K 0.01%
2,134
-9
165
$981K 0.01%
9,065
-130
166
$981K 0.01%
2,511
-12
167
$977K 0.01%
10,066
-650
168
$975K 0.01%
3,283
-272
169
$973K 0.01%
12,890
-10
170
$963K 0.01%
15,844
-5,747
171
$954K 0.01%
5,275
172
$925K 0.01%
715
173
$922K 0.01%
19,688
+10
174
$915K 0.01%
5,279
175
$915K 0.01%
21,977
-1,358
5 6
7
8 9