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
251
$269K ﹤0.01%
7,000
252
$264K ﹤0.01%
1,000
253
$258K ﹤0.01%
2,926
-1,011
254
$251K ﹤0.01%
1,732
+1,461
255
$250K ﹤0.01%
4,900
256
$243K ﹤0.01%
3,809
-1,980
257
$242K ﹤0.01%
3,000
-350
258
$240K ﹤0.01%
2,259
259
$240K ﹤0.01%
4,288
260
$235K ﹤0.01%
15,000
261
$234K ﹤0.01%
3,595
-100
262
$234K ﹤0.01%
1,001
263
$233K ﹤0.01%
1,775
-192
264
$232K ﹤0.01%
2,748
-250
265
$232K ﹤0.01%
1,101
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266
$231K ﹤0.01%
5,660
267
$231K ﹤0.01%
1,988
268
$229K ﹤0.01%
2,027
269
$227K ﹤0.01%
1,391
-122
270
$227K ﹤0.01%
6,473
271
$225K ﹤0.01%
15,536
272
$224K ﹤0.01%
1,140
273
$220K ﹤0.01%
4,340
274
$219K ﹤0.01%
10,000
275
$217K ﹤0.01%
2,175
9 10
11
12 13