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
201
$484K 0.01%
3,482
202
$474K 0.01%
19,270
-1,546
203
$468K 0.01%
3,512
-309
204
$466K 0.01%
2,580
-27
205
$464K 0.01%
12,575
206
$460K 0.01%
3,460
207
$458K 0.01%
3,028
+62
208
$452K 0.01%
5,139
-37
209
$449K 0.01%
778
+160
210
$448K 0.01%
5,533
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211
$411K 0.01%
10,103
212
$407K 0.01%
24,900
213
$403K 0.01%
25,095
+1,500
214
$400K 0.01%
6,755
+5
215
$387K 0.01%
1,063
216
$378K 0.01%
21,966
-2,800
217
$369K 0.01%
3,076
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218
$363K 0.01%
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219
$325K ﹤0.01%
2,620
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220
$318K ﹤0.01%
5,466
221
$314K ﹤0.01%
8,288
+4,904
222
$314K ﹤0.01%
7,000
-2,000
223
$307K ﹤0.01%
3,851
+1,020
224
$299K ﹤0.01%
2,716
-25
225
$298K ﹤0.01%
5,962
7 8
9
10 11