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
301
$148K ﹤0.01%
+2,950
302
$147K ﹤0.01%
1,800
303
$147K ﹤0.01%
2,000
304
$145K ﹤0.01%
14,839
305
$144K ﹤0.01%
3,000
306
$144K ﹤0.01%
2,127
307
– –
0
308
$143K ﹤0.01%
840
309
$143K ﹤0.01%
1,825
-800
310
$142K ﹤0.01%
3,295
311
$140K ﹤0.01%
16,680
312
$139K ﹤0.01%
6,400
313
$139K ﹤0.01%
970
314
$139K ﹤0.01%
2,200
-678
315
$138K ﹤0.01%
5,000
316
$137K ﹤0.01%
2,175
317
$136K ﹤0.01%
4,200
318
$135K ﹤0.01%
2,130
-1,100
319
$134K ﹤0.01%
1,464
-90
320
$133K ﹤0.01%
978
321
$131K ﹤0.01%
931
322
$131K ﹤0.01%
8,000
323
$130K ﹤0.01%
4,065
324
$129K ﹤0.01%
1,752
+752
325
$129K ﹤0.01%
2,945
-1,281
11 12
13
14 15