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
276
$160K ﹤0.01%
6,550
277
$158K ﹤0.01%
1,409
278
$152K ﹤0.01%
1,500
279
$152K ﹤0.01%
2,565
-42
280
$151K ﹤0.01%
6,400
-24,000
281
$151K ﹤0.01%
1,050
-270
282
$149K ﹤0.01%
2,200
-540
283
$148K ﹤0.01%
3,295
284
$148K ﹤0.01%
1,000
285
$146K ﹤0.01%
5,000
286
$145K ﹤0.01%
1,805
-449
287
$145K ﹤0.01%
3,000
288
$141K ﹤0.01%
5,385
-1,015
289
$141K ﹤0.01%
990
290
$139K ﹤0.01%
1,023
+45
291
$139K ﹤0.01%
3,375
292
$139K ﹤0.01%
755
293
$135K ﹤0.01%
1,500
294
$135K ﹤0.01%
1,034
295
$135K ﹤0.01%
8,475
296
$133K ﹤0.01%
950
297
$133K ﹤0.01%
2,000
298
$132K ﹤0.01%
840
299
$131K ﹤0.01%
4,600
300
$129K ﹤0.01%
3,000
10 11
12
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