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
$6.58B
AUM Growth
+$1.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$42.2M
2
+$29.3M
3
+$17.1M
4
ADBE icon
Adobe
ADBE
+$16.6M
5
MSFT icon
Microsoft
MSFT
+$15.9M

Top Sells

1
+$62.7M
2
+$27.7M
3
+$13.5M
4
CTSH icon
Cognizant
CTSH
+$11.2M
5
CMI icon
Cummins
CMI
+$7.82M

Sector Composition

1 Technology 31.73%
2 Healthcare 16.94%
3 Financials 11.08%
4 Consumer Discretionary 10.18%
5 Consumer Staples 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$295K ﹤0.01%
15,197
227
$291K ﹤0.01%
1,765
-470
228
$290K ﹤0.01%
3,330
-2,750
229
$288K ﹤0.01%
5,170
230
$280K ﹤0.01%
1,132
+43
231
$279K ﹤0.01%
5,189
+671
232
$279K ﹤0.01%
10,860
+3,860
233
$277K ﹤0.01%
666
234
$273K ﹤0.01%
602
-155
235
$263K ﹤0.01%
2,522
236
$259K ﹤0.01%
1,192
+55
237
$257K ﹤0.01%
5,125
+2,650
238
$256K ﹤0.01%
9,296
239
$249K ﹤0.01%
2,651
-120
240
$248K ﹤0.01%
17,450
-850
241
$247K ﹤0.01%
5,784
-2,669
242
$245K ﹤0.01%
5,075
243
$244K ﹤0.01%
3,300
244
$241K ﹤0.01%
1,400
245
$232K ﹤0.01%
9,000
246
$231K ﹤0.01%
3,330
247
$229K ﹤0.01%
2,700
248
$227K ﹤0.01%
14,697
249
$226K ﹤0.01%
1,480
-70
250
$221K ﹤0.01%
6,805
8 9
10
11 12