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
$4.24B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$9.24M
3
+$9.2M
4
HAIN icon
Hain Celestial
HAIN
+$6.33M
5
ABT icon
Abbott
ABT
+$6.18M

Top Sells

1
+$5.37M
2
+$4.32M
3
+$3.92M
4
GLW icon
Corning
GLW
+$3.05M
5
MDP
Meredith Corporation
MDP
+$2.5M

Sector Composition

1 Technology 20.33%
2 Healthcare 18.48%
3 Consumer Staples 14.11%
4 Consumer Discretionary 10.62%
5 Industrials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$575K 0.01%
8,367
177
$569K 0.01%
8,523
-5,265
178
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179
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180
$539K 0.01%
8,590
181
$536K 0.01%
16,000
182
$524K 0.01%
5,065
183
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184
$509K 0.01%
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185
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9,522
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186
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-116
187
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188
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11,339
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189
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191
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194
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195
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196
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6,357
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197
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5,026
-2,296
198
$379K 0.01%
3,690
199
$376K 0.01%
1,430
200
$372K 0.01%
9,460
-2,250
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