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
351
$104K ﹤0.01%
922
352
$104K ﹤0.01%
900
353
$103K ﹤0.01%
3,989
-765
354
$102K ﹤0.01%
1,475
355
$102K ﹤0.01%
1,000
+400
356
$101K ﹤0.01%
2,200
357
$97K ﹤0.01%
1,553
-7
358
$97K ﹤0.01%
1,274
-140
359
$95K ﹤0.01%
2,666
360
$95K ﹤0.01%
2,630
361
$95K ﹤0.01%
2,760
362
$94K ﹤0.01%
2,500
363
$93K ﹤0.01%
847
364
$93K ﹤0.01%
1,408
365
$92K ﹤0.01%
740
-115
366
$89K ﹤0.01%
477
367
$89K ﹤0.01%
1,690
368
$89K ﹤0.01%
+1,520
369
$88K ﹤0.01%
943
370
$87K ﹤0.01%
958
371
$86K ﹤0.01%
1,000
372
$85K ﹤0.01%
+6,334
373
$84K ﹤0.01%
765
374
$82K ﹤0.01%
3,093
375
$82K ﹤0.01%
1,822
13 14
15
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