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
276
$162K ﹤0.01%
3,415
277
$159K ﹤0.01%
+7,001
278
$157K ﹤0.01%
1,973
-107
279
$155K ﹤0.01%
2,855
-48
280
$155K ﹤0.01%
1,100
281
– –
0
282
$154K ﹤0.01%
2,750
+250
283
$153K ﹤0.01%
19,000
-750
284
$152K ﹤0.01%
3,450
285
$152K ﹤0.01%
15,536
286
$150K ﹤0.01%
2,467
-100
287
$149K ﹤0.01%
1,310
-15,455
288
$147K ﹤0.01%
430
289
$146K ﹤0.01%
1,841
290
$146K ﹤0.01%
5,000
291
$144K ﹤0.01%
6,009
-485
292
$143K ﹤0.01%
4,051
293
$143K ﹤0.01%
3,300
294
$142K ﹤0.01%
6,000
295
$140K ﹤0.01%
4,598
296
$140K ﹤0.01%
1,650
297
$136K ﹤0.01%
4,325
298
$136K ﹤0.01%
4,391
-478
299
$135K ﹤0.01%
11,685
+825
300
$134K ﹤0.01%
3,475
-650
10 11
12
13 14