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
251
$203K ﹤0.01%
16,197
+9,197
252
$202K ﹤0.01%
4,680
253
$200K ﹤0.01%
13,232
-1,107
254
$200K ﹤0.01%
4,165
255
$200K ﹤0.01%
4,435
-1,073
256
– –
0
257
$198K ﹤0.01%
5,400
+200
258
$195K ﹤0.01%
5,632
259
$193K ﹤0.01%
2,480
+530
260
$190K ﹤0.01%
4,950
261
$189K ﹤0.01%
2,766
262
$181K ﹤0.01%
1,375
263
$179K ﹤0.01%
1,550
264
$178K ﹤0.01%
1,899
-320
265
$176K ﹤0.01%
6,484
266
$175K ﹤0.01%
24,400
267
$171K ﹤0.01%
1,400
268
$170K ﹤0.01%
3,975
269
$170K ﹤0.01%
11,626
270
$169K ﹤0.01%
1,800
271
$167K ﹤0.01%
2,105
-2,210
272
$165K ﹤0.01%
6,400
273
$164K ﹤0.01%
4,875
274
$164K ﹤0.01%
1,619
-115
275
$163K ﹤0.01%
11,550
-750
9 10
11
12 13