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
276
$197K ﹤0.01%
2,355
-7,083
277
$190K ﹤0.01%
3,330
278
$185K ﹤0.01%
3,546
279
$184K ﹤0.01%
3,500
-82
280
$180K ﹤0.01%
8,635
281
$177K ﹤0.01%
2,643
282
$177K ﹤0.01%
1,240
283
$177K ﹤0.01%
7,000
284
$174K ﹤0.01%
9,602
285
$174K ﹤0.01%
2,635
286
$172K ﹤0.01%
3,265
287
$171K ﹤0.01%
1,650
288
$165K ﹤0.01%
9,025
289
$165K ﹤0.01%
1,500
290
$164K ﹤0.01%
534
-85
291
$161K ﹤0.01%
1,000
292
$159K ﹤0.01%
4,598
293
$158K ﹤0.01%
2,022
294
$158K ﹤0.01%
18,300
-4,000
295
$155K ﹤0.01%
2,917
-3,000
296
$154K ﹤0.01%
6,472
297
$154K ﹤0.01%
4,150
-3,049
298
$154K ﹤0.01%
600
299
$152K ﹤0.01%
1,500
300
$150K ﹤0.01%
2,005
-450
10 11
12
13 14