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
$8.73B
AUM Growth
+$646M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$36.4M
2
+$27.6M
3
+$6.74M
4
ASML icon
ASML
ASML
+$6.52M
5
UNP icon
Union Pacific
UNP
+$4.53M

Top Sells

1
+$29M
2
+$10.3M
3
+$7.05M
4
SYK icon
Stryker
SYK
+$5.36M
5
DIS icon
Walt Disney
DIS
+$5.07M

Sector Composition

1 Technology 35.99%
2 Healthcare 20.09%
3 Financials 10.99%
4 Consumer Discretionary 10.2%
5 Communication Services 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$363K ﹤0.01%
3,582
+33
227
$349K ﹤0.01%
9,925
228
$347K ﹤0.01%
1,520
-68
229
$338K ﹤0.01%
11,527
-242
230
$331K ﹤0.01%
5,300
-400
231
$328K ﹤0.01%
850
232
$319K ﹤0.01%
1,000
233
$317K ﹤0.01%
3,085
-690
234
$313K ﹤0.01%
1,037
235
$309K ﹤0.01%
6,250
236
$308K ﹤0.01%
21,345
237
$304K ﹤0.01%
3,953
-125
238
$302K ﹤0.01%
2,112
239
$300K ﹤0.01%
10,013
-2,307
240
$299K ﹤0.01%
4,304
+3
241
$297K ﹤0.01%
3,263
+1,863
242
$288K ﹤0.01%
4,740
243
$287K ﹤0.01%
17,938
244
$285K ﹤0.01%
3,397
+196
245
$284K ﹤0.01%
8,044
246
$282K ﹤0.01%
7,809
+283
247
$277K ﹤0.01%
2,900
+800
248
$276K ﹤0.01%
6,036
-500
249
$272K ﹤0.01%
5,105
250
$271K ﹤0.01%
721
-555
8 9
10
11 12