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
326
$128K ﹤0.01%
2,475
-1,500
327
$128K ﹤0.01%
755
-65
328
$127K ﹤0.01%
9,708
329
$126K ﹤0.01%
2,135
+365
330
$126K ﹤0.01%
4,085
-135
331
$125K ﹤0.01%
3,415
-520
332
$123K ﹤0.01%
2,077
-81
333
$122K ﹤0.01%
5,000
+1,000
334
$119K ﹤0.01%
1,220
335
$119K ﹤0.01%
1,000
336
$118K ﹤0.01%
725
337
$115K ﹤0.01%
819
338
$115K ﹤0.01%
1,300
-775
339
$115K ﹤0.01%
3,600
340
$111K ﹤0.01%
1,500
341
$111K ﹤0.01%
1,686
-799
342
$111K ﹤0.01%
950
343
$110K ﹤0.01%
6,400
344
$110K ﹤0.01%
6,550
+550
345
$109K ﹤0.01%
2,600
346
$109K ﹤0.01%
4,470
347
$108K ﹤0.01%
1,352
348
$106K ﹤0.01%
1,034
349
$106K ﹤0.01%
672
+372
350
$104K ﹤0.01%
2,660
12 13
14
15 16