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
326
$99K ﹤0.01%
840
327
$96K ﹤0.01%
3,700
328
$94K ﹤0.01%
4,320
329
$93K ﹤0.01%
3,330
+830
330
$92K ﹤0.01%
6,400
331
$92K ﹤0.01%
6,400
332
$90K ﹤0.01%
1,200
333
$90K ﹤0.01%
725
334
$89K ﹤0.01%
2,450
335
$87K ﹤0.01%
22,000
336
$86K ﹤0.01%
1,100
337
$86K ﹤0.01%
245
338
$84K ﹤0.01%
2,127
339
$84K ﹤0.01%
900
340
$84K ﹤0.01%
2,342
341
$83K ﹤0.01%
675
-40
342
$83K ﹤0.01%
19,855
-13,565
343
$82K ﹤0.01%
1,280
+280
344
$81K ﹤0.01%
2,500
345
$80K ﹤0.01%
2,090
-1,000
346
$79K ﹤0.01%
2,660
+300
347
$77K ﹤0.01%
1,713
+213
348
$77K ﹤0.01%
1,010
349
$77K ﹤0.01%
8,000
350
$76K ﹤0.01%
1,000
12 13
14
15 16