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
$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
FI icon
Fiserv
FI
+$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
1
$818M 7.3%
1,924,943
+32,781
2
$759M 6.78%
1,486,504
+1,586
3
$582M 5.2%
2,863,501
-40,964
4
$566M 5.05%
936,599
-1,344
5
$501M 4.47%
3,075,846
+83,365
6
$427M 3.81%
1,186,188
-15,529
7
$417M 3.72%
1,679,791
+3,846
8
$413M 3.69%
2,216,963
+114,371
9
$352M 3.14%
1,524,556
+1,637
10
$323M 2.88%
1,429,816
-13,339
11
$293M 2.61%
525,385
-3,036
12
$290M 2.59%
302,761
-1,191
13
$282M 2.52%
584,740
+7,055
14
$273M 2.44%
2,392,328
-41,889
15
$231M 2.07%
968,169
-7,796
16
$222M 1.98%
248,741
-1,472
17
$202M 1.8%
1,729,778
-13,170
18
$188M 1.68%
649,822
-5,346
19
$183M 1.63%
1,467,546
-12,804
20
$180M 1.61%
1,285,011
+37,494
21
$165M 1.47%
909,989
-4,261
22
$163M 1.46%
576,577
-9,049
23
$162M 1.45%
982,377
-86,727
24
$162M 1.45%
1,463,156
-6,449
25
$158M 1.41%
1,338,854
-28,294
1
2 3 4 5