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
201
$351K 0.01%
+11,978
202
$348K 0.01%
+5,772
203
$347K 0.01%
+10,700
204
$345K 0.01%
+9,874
205
$345K 0.01%
+8,535
206
$340K 0.01%
+30,227
207
$339K 0.01%
+3,284
208
$332K 0.01%
+3,875
209
$329K 0.01%
+4,520
210
$326K 0.01%
+43,425
211
$318K 0.01%
+2,875
212
$314K 0.01%
+9,191
213
$307K 0.01%
+4,908
214
$305K 0.01%
+5,173
215
$303K 0.01%
+1,700
216
$297K 0.01%
+6,675
217
$295K 0.01%
+5,197
218
$290K 0.01%
+3,920
219
$286K 0.01%
+3,000
220
$283K 0.01%
+4,695
221
$271K 0.01%
+12,434
222
$268K 0.01%
+6,901
223
$267K 0.01%
+6,948
224
$260K 0.01%
+3,435
225
$258K 0.01%
+6,225