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
201
$606K 0.01%
2,517
-345
202
$602K 0.01%
5,375
203
$586K 0.01%
10,000
204
$577K 0.01%
3,226
205
$558K 0.01%
9,951
-903
206
$556K 0.01%
7,960
207
$545K ﹤0.01%
56,643
208
$544K ﹤0.01%
5,942
-445
209
$541K ﹤0.01%
2,737
-150
210
$539K ﹤0.01%
2,354
211
$526K ﹤0.01%
1,790
-115
212
$522K ﹤0.01%
2,665
213
$522K ﹤0.01%
10,458
-250
214
$515K ﹤0.01%
2,204
-275
215
$509K ﹤0.01%
2,694
-50
216
$504K ﹤0.01%
1,763
-535
217
$502K ﹤0.01%
+2,430
218
$501K ﹤0.01%
8,220
219
$489K ﹤0.01%
1,155
220
$487K ﹤0.01%
7,795
+1,625
221
$482K ﹤0.01%
6,013
-200
222
$448K ﹤0.01%
3,267
+305
223
$446K ﹤0.01%
2,558
-98
224
$444K ﹤0.01%
3,396
225
$422K ﹤0.01%
3,287
7 8
9
10 11