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
$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
1
$511M 7.42%
1,880,124
-32,176
2
$339M 4.92%
1,533,461
-6,282
3
$290M 4.22%
2,088,849
+66,157
4
$283M 4.1%
2,728,168
+2,502
5
$274M 3.98%
1,031,453
-3,836
6
$274M 3.97%
1,264,830
-1,103
7
$266M 3.86%
2,074,567
-10,558
8
$248M 3.6%
1,225,759
+11,472
9
$247M 3.59%
4,435,269
+7,747
10
$196M 2.85%
1,217,239
-3,831
11
$189M 2.75%
903,187
+7,474
12
$177M 2.57%
716,319
+8,726
13
$170M 2.47%
1,889,311
-2,127
14
$164M 2.38%
2,683,620
+11,680
15
$159M 2.31%
2,112,025
-21,226
16
$157M 2.28%
1,876,134
-19,438
17
$133M 1.93%
1,534,900
+81,380
18
$131M 1.91%
1,484,557
-30,183
19
$122M 1.77%
934,255
+51,649
20
$116M 1.68%
671,771
+2,036
21
$115M 1.68%
1,920,268
-296
22
$115M 1.67%
2,056,264
-45,088
23
$110M 1.6%
1,009,510
+13,456
24
$101M 1.46%
1,356,305
+39,759
25
$95.4M 1.39%
345,270
+89,616
1
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