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
$5.18B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$6.08M
3
+$5.29M
4
CELG
Celgene Corp
CELG
+$5.23M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.04M

Top Sells

1
+$11.1M
2
+$8.66M
3
+$4M
4
ADP icon
Automatic Data Processing
ADP
+$3.88M
5
RTX icon
RTX Corp
RTX
+$3.15M

Sector Composition

1 Technology 24.57%
2 Healthcare 18.73%
3 Consumer Staples 11.29%
4 Financials 9.42%
5 Industrials 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$305M 5.89%
2,161,436
+9
2
$194M 3.75%
3,011,108
-6,430
3
$189M 3.64%
5,115,802
+13,112
4
$187M 3.62%
1,369,775
+11,271
5
$186M 3.59%
1,310,341
+663
6
$171M 3.31%
2,067,135
-4,473
7
$171M 3.3%
1,201,933
-6,877
8
$160M 3.08%
2,097,534
+57,663
9
$156M 3.01%
1,425,424
-35,467
10
$154M 2.97%
1,053,026
+35,846
11
$127M 2.46%
1,753,673
+5,624
12
$115M 2.22%
2,370,693
-19,132
13
$114M 2.2%
1,529,854
+5,295
14
$113M 2.18%
1,165,800
+18,719
15
$113M 2.18%
2,112,791
+21,330
16
$112M 2.17%
2,310,660
+59,900
17
$111M 2.15%
1,525,033
-7,259
18
$109M 2.11%
971,369
+54,187
19
$109M 2.1%
1,879,437
-3,570
20
$97.4M 1.88%
1,813,457
+37,733
21
$84.7M 1.64%
1,429,771
+42,426
22
$82.3M 1.59%
2,135,428
-6,112
23
$79.5M 1.54%
969,734
-3,009
24
$77.6M 1.5%
596,697
-745
25
$76.4M 1.48%
1,046,174
-43,089
1
2 3 4 5