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
$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
1
$209M 4.93%
2,210,862
+21,698
2
$208M 4.9%
5,298,580
+21,156
3
$179M 4.23%
3,498,712
-76,446
4
$145M 3.42%
1,352,020
+9,090
5
$138M 3.24%
2,157,575
+90,996
6
$136M 3.21%
1,309,316
+945
7
$134M 3.16%
1,494,190
+5,356
8
$134M 3.15%
2,140,721
+24,835
9
$123M 2.89%
2,662,990
-46,560
10
$115M 2.72%
1,124,743
+37,149
11
$113M 2.67%
1,602,562
+10,596
12
$99.6M 2.35%
1,588,750
+147,377
13
$93.7M 2.21%
3,458,194
-10,940
14
$89.3M 2.11%
1,495,974
+50,652
15
$87.2M 2.06%
1,042,874
-4,828
16
$86.7M 2.04%
1,918,259
+6,979
17
$82.3M 1.94%
1,884,823
+64,076
18
$79.9M 1.88%
1,446,396
+40,090
19
$79.3M 1.87%
1,259,519
-8,621
20
$78.1M 1.84%
682,073
+13,400
21
$75.7M 1.79%
756,286
+134,634
22
$75.1M 1.77%
1,034,806
+66,009
23
$72.2M 1.7%
1,726,702
+147,728
24
$67.1M 1.58%
620,160
-10,232
25
$66.7M 1.57%
810,204
-7,862
1
2 3 4 5