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
301
$133K ﹤0.01%
960
302
$132K ﹤0.01%
5,921
303
$131K ﹤0.01%
14,330
304
$130K ﹤0.01%
2,274
+1,174
305
$128K ﹤0.01%
2,000
306
$127K ﹤0.01%
3,426
307
$126K ﹤0.01%
1,550
-50
308
$124K ﹤0.01%
3,015
-390
309
$122K ﹤0.01%
1,500
310
$122K ﹤0.01%
1,741
311
– –
0
312
$119K ﹤0.01%
3,246
+800
313
$118K ﹤0.01%
2,600
314
$117K ﹤0.01%
1,200
315
$115K ﹤0.01%
5,610
-3,300
316
$112K ﹤0.01%
1,630
317
$111K ﹤0.01%
3,000
318
$110K ﹤0.01%
2,771
319
$108K ﹤0.01%
9,059
-6,000
320
$107K ﹤0.01%
3,323
321
$104K ﹤0.01%
4,055
+5
322
$104K ﹤0.01%
967
323
$102K ﹤0.01%
7,110
324
$101K ﹤0.01%
3,516
-47
325
$101K ﹤0.01%
1,300
11 12
13
14 15