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
201
$365K 0.01%
2,065
202
$362K 0.01%
2,787
+98
203
$351K 0.01%
5,958
-139
204
$344K 0.01%
86,939
205
$341K 0.01%
6,990
206
$341K 0.01%
4,315
-1,535
207
$337K 0.01%
18,275
-805
208
$335K 0.01%
6,200
-400
209
$330K 0.01%
11,128
210
$327K 0.01%
7,025
211
$324K 0.01%
1,775
+200
212
$319K 0.01%
925
+100
213
$314K 0.01%
2,830
-6,000
214
$311K 0.01%
8,067
215
$310K 0.01%
5,071
-450
216
$304K 0.01%
9,533
-10,000
217
$300K 0.01%
4,000
218
$300K 0.01%
7,323
219
$298K 0.01%
2,691
+239
220
$291K 0.01%
3,401
+2,590
221
$281K 0.01%
2,000
222
$267K 0.01%
8,448
223
$258K 0.01%
1,275
+125
224
$257K 0.01%
5,220
-1,139
225
$256K 0.01%
3,032
7 8
9
10 11