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
326
$124K ﹤0.01%
1,638
+838
327
$122K ﹤0.01%
1,375
328
$121K ﹤0.01%
4,000
329
$120K ﹤0.01%
700
-143
330
$117K ﹤0.01%
462
331
$113K ﹤0.01%
2,537
-570
332
$112K ﹤0.01%
243
+200
333
$111K ﹤0.01%
1,756
334
$107K ﹤0.01%
2,206
-6,001
335
$106K ﹤0.01%
1,982
336
$106K ﹤0.01%
500
337
$106K ﹤0.01%
1,510
+153
338
$103K ﹤0.01%
1,800
339
$103K ﹤0.01%
1,437
340
$103K ﹤0.01%
140
+115
341
$102K ﹤0.01%
1,122
-1,078
342
$102K ﹤0.01%
1,500
343
$101K ﹤0.01%
500
344
$98.4K ﹤0.01%
+4,000
345
$97.9K ﹤0.01%
622
346
$97.7K ﹤0.01%
1,655
-100
347
$96K ﹤0.01%
561
348
$95.5K ﹤0.01%
2,455
349
$92.1K ﹤0.01%
445
350
$91.5K ﹤0.01%
464
12 13
14
15 16