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
301
$126K ﹤0.01%
7,665
-1,795
302
$123K ﹤0.01%
6,761
-3,500
303
$121K ﹤0.01%
725
304
$121K ﹤0.01%
2,127
305
$120K ﹤0.01%
4,085
306
$119K ﹤0.01%
1,657
307
$119K ﹤0.01%
2,401
+56
308
$118K ﹤0.01%
+1,900
309
$117K ﹤0.01%
5,510
-1,000
310
$116K ﹤0.01%
1,822
-200
311
$115K ﹤0.01%
1,408
-5,827
312
$113K ﹤0.01%
2,600
+400
313
$113K ﹤0.01%
1,300
314
$112K ﹤0.01%
2,240
315
$111K ﹤0.01%
675
-65
316
$109K ﹤0.01%
3,057
+57
317
$107K ﹤0.01%
1,851
318
$104K ﹤0.01%
5,399
-2,707
319
$103K ﹤0.01%
804
-15
320
$102K ﹤0.01%
1,258
321
$97K ﹤0.01%
3,245
322
$97K ﹤0.01%
1,352
323
$97K ﹤0.01%
913
+66
324
$95K ﹤0.01%
1,072
325
$95K ﹤0.01%
1,000
11 12
13
14 15