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
276
$215K ﹤0.01%
1,747
+242
277
$210K ﹤0.01%
700
278
$209K ﹤0.01%
1,510
279
$207K ﹤0.01%
3,649
280
$198K ﹤0.01%
5,720
-7,110
281
$192K ﹤0.01%
1,438
-980
282
$192K ﹤0.01%
2,377
-2,075
283
$185K ﹤0.01%
10,000
284
$184K ﹤0.01%
+7,500
285
$180K ﹤0.01%
380
286
$176K ﹤0.01%
2,002
-218
287
$171K ﹤0.01%
725
288
$170K ﹤0.01%
540
+145
289
$168K ﹤0.01%
1,405
-91
290
$168K ﹤0.01%
732
-128
291
$167K ﹤0.01%
8,444
292
$167K ﹤0.01%
3,120
293
$166K ﹤0.01%
3,021
294
$162K ﹤0.01%
5,399
295
$158K ﹤0.01%
3,768
296
$156K ﹤0.01%
1,570
297
$156K ﹤0.01%
2,500
298
$155K ﹤0.01%
5,000
299
$154K ﹤0.01%
3,424
300
$153K ﹤0.01%
+1,865
10 11
12
13 14