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
326
$94K ﹤0.01%
2,187
+12
327
$94K ﹤0.01%
900
328
$93K ﹤0.01%
5,605
-4,205
329
$93K ﹤0.01%
1,274
330
$92K ﹤0.01%
509
331
$91K ﹤0.01%
1,553
332
$90K ﹤0.01%
20,950
-20,645
333
$90K ﹤0.01%
3,120
334
$90K ﹤0.01%
2,220
335
$89K ﹤0.01%
2,500
336
$89K ﹤0.01%
938
+16
337
$87K ﹤0.01%
3,510
338
$87K ﹤0.01%
8,000
339
$86K ﹤0.01%
1,420
-510
340
$86K ﹤0.01%
7,500
-1,500
341
$85K ﹤0.01%
530
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342
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2,342
343
$84K ﹤0.01%
1,188
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344
$84K ﹤0.01%
3,125
-165
345
$84K ﹤0.01%
1,515
-4,785
346
$83K ﹤0.01%
5,389
347
$82K ﹤0.01%
700
+100
348
$82K ﹤0.01%
1,200
349
$82K ﹤0.01%
600
350
$82K ﹤0.01%
1,825
12 13
14
15 16