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
$5.76B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$64.6M
2
+$11.8M
3
+$10M
4
TEL icon
TE Connectivity
TEL
+$8.26M
5
MSFT icon
Microsoft
MSFT
+$5.88M

Top Sells

1
+$15.6M
2
+$13.5M
3
+$12.5M
4
WAB icon
Wabtec
WAB
+$11.2M
5
INTU icon
Intuit
INTU
+$8.06M

Sector Composition

1 Technology 28.91%
2 Healthcare 17.76%
3 Financials 10.38%
4 Consumer Discretionary 9.44%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$362K 0.01%
3,418
227
$348K 0.01%
5,110
228
$340K 0.01%
5,883
-150
229
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3,922
-2,023
230
$334K 0.01%
8,205
-100
231
$330K 0.01%
10,103
232
$328K 0.01%
+7,846
233
$325K 0.01%
757
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234
– –
0
235
$319K 0.01%
2,050
236
$316K 0.01%
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237
$313K 0.01%
5,170
238
$311K 0.01%
1,135
239
$302K 0.01%
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240
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2,783
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241
$297K 0.01%
595
242
$297K 0.01%
3,540
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243
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244
$294K 0.01%
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245
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246
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247
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1,475
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248
$274K ﹤0.01%
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249
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250
$260K ﹤0.01%
2,580
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8 9
10
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