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
351
$75K ﹤0.01%
1,352
352
$74K ﹤0.01%
+3,146
353
$74K ﹤0.01%
1,000
+100
354
$73K ﹤0.01%
910
-1,000
355
$73K ﹤0.01%
2,675
-2,200
356
$72K ﹤0.01%
800
357
$72K ﹤0.01%
2,158
-307
358
$71K ﹤0.01%
396
359
$71K ﹤0.01%
1,188
360
$71K ﹤0.01%
+12,129
361
$70K ﹤0.01%
3,000
-40
362
$70K ﹤0.01%
2,100
+1,200
363
$69K ﹤0.01%
1,544
364
$69K ﹤0.01%
3,663
-834
365
$69K ﹤0.01%
5,673
366
$69K ﹤0.01%
2,295
367
$69K ﹤0.01%
800
368
$68K ﹤0.01%
1,822
369
$67K ﹤0.01%
548
-50
370
$66K ﹤0.01%
7,987
+546
371
$65K ﹤0.01%
1,350
372
$64K ﹤0.01%
4,800
373
$64K ﹤0.01%
722
374
$64K ﹤0.01%
3,841
375
$63K ﹤0.01%
950
13 14
15
16 17