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
251
$260K ﹤0.01%
19,000
252
$253K ﹤0.01%
1,518
+394
253
$247K ﹤0.01%
8,631
254
$243K ﹤0.01%
16,602
255
$239K ﹤0.01%
2,916
+50
256
$239K ﹤0.01%
9,000
257
$237K ﹤0.01%
1,400
258
$236K ﹤0.01%
13,107
259
$236K ﹤0.01%
4,675
260
$235K ﹤0.01%
5,299
261
$234K ﹤0.01%
13,232
262
$234K ﹤0.01%
6,766
263
$229K ﹤0.01%
3,300
264
$227K ﹤0.01%
5,000
265
$225K ﹤0.01%
2,879
-130
266
$225K ﹤0.01%
6,395
267
$222K ﹤0.01%
3,000
268
$216K ﹤0.01%
1,590
+270
269
$215K ﹤0.01%
4,876
270
$210K ﹤0.01%
20,980
271
$210K ﹤0.01%
15,536
272
$208K ﹤0.01%
4,950
273
$206K ﹤0.01%
839
274
$204K ﹤0.01%
4,395
275
$202K ﹤0.01%
2,823
-3,740
9 10
11
12 13