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
301
$152K ﹤0.01%
+3,000
302
$151K ﹤0.01%
1,822
303
$150K ﹤0.01%
1,510
-6,100
304
$150K ﹤0.01%
1,616
-170
305
$147K ﹤0.01%
1,452
306
$147K ﹤0.01%
8,000
307
$144K ﹤0.01%
1,618
308
$143K ﹤0.01%
3,000
309
$141K ﹤0.01%
2,600
310
$139K ﹤0.01%
611
311
$138K ﹤0.01%
3,000
312
$136K ﹤0.01%
7,000
313
$136K ﹤0.01%
8,800
314
$135K ﹤0.01%
2,878
315
$132K ﹤0.01%
1,200
316
$132K ﹤0.01%
3,600
317
$131K ﹤0.01%
399
318
$129K ﹤0.01%
1,941
319
$129K ﹤0.01%
3,200
-2,314
320
$127K ﹤0.01%
1,554
-96
321
$126K ﹤0.01%
970
322
$126K ﹤0.01%
383
323
$126K ﹤0.01%
11,979
-3,200
324
$124K ﹤0.01%
1,500
325
$124K ﹤0.01%
4,680
11 12
13
14 15