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
251
$220K ﹤0.01%
3,082
252
$217K ﹤0.01%
3,672
+3,232
253
$211K ﹤0.01%
1,841
-52
254
$209K ﹤0.01%
+6,473
255
$207K ﹤0.01%
8,400
256
$202K ﹤0.01%
3,000
257
$200K ﹤0.01%
2,824
258
$200K ﹤0.01%
2,300
259
$198K ﹤0.01%
600
260
$194K ﹤0.01%
1,536
-20
261
$189K ﹤0.01%
2,025
262
$189K ﹤0.01%
5,076
263
$189K ﹤0.01%
4,157
-3,401
264
$186K ﹤0.01%
5,375
265
$182K ﹤0.01%
1,825
-8,300
266
$181K ﹤0.01%
3,500
267
$178K ﹤0.01%
4,950
268
$177K ﹤0.01%
1,513
+660
269
$173K ﹤0.01%
3,265
270
$170K ﹤0.01%
2,737
-243
271
$169K ﹤0.01%
4,598
272
$169K ﹤0.01%
15,536
273
$168K ﹤0.01%
2,000
274
$167K ﹤0.01%
1,550
-100
275
$160K ﹤0.01%
10,413
9 10
11
12 13