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
$4.35B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$9.03M
3
+$5.84M
4
DHR icon
Danaher
DHR
+$4.67M
5
OXY icon
Occidental Petroleum
OXY
+$4.61M

Top Sells

1
+$10.8M
2
+$4.55M
3
+$3.21M
4
INTU icon
Intuit
INTU
+$2.94M
5
JCI icon
Johnson Controls International
JCI
+$2.8M

Sector Composition

1 Technology 19.91%
2 Healthcare 19.18%
3 Consumer Staples 14.39%
4 Consumer Discretionary 10.17%
5 Industrials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$300K 0.01%
1,275
227
$299K 0.01%
5,573
+4,273
228
$297K 0.01%
15,500
+4,200
229
$292K 0.01%
4,396
-675
230
$292K 0.01%
8,010
-57
231
$292K 0.01%
1,705
-2,045
232
$288K 0.01%
12,313
233
$279K 0.01%
4,678
-1,280
234
$270K 0.01%
12,500
-200
235
$268K 0.01%
3,990
236
$267K 0.01%
8,400
237
$251K 0.01%
84,135
-2,804
238
$251K 0.01%
3,375
239
$251K 0.01%
1,130
240
$249K 0.01%
3,056
+24
241
$245K 0.01%
8,845
+1,395
242
$241K 0.01%
5,881
-1,442
243
$238K 0.01%
5,220
244
$236K 0.01%
2,355
245
$233K 0.01%
9,000
246
$231K 0.01%
+3,300
247
$225K 0.01%
4,800
248
$221K 0.01%
2,884
249
$221K 0.01%
4,500
250
$211K ﹤0.01%
3,475
8 9
10
11 12