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
351
$82K ﹤0.01%
985
-323
352
$81K ﹤0.01%
477
353
$81K ﹤0.01%
301
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354
$80K ﹤0.01%
1,931
355
$80K ﹤0.01%
2,760
356
$79K ﹤0.01%
20,000
+10,000
357
$77K ﹤0.01%
384
358
$76K ﹤0.01%
1,520
359
$75K ﹤0.01%
3,093
360
$75K ﹤0.01%
1,309
361
$74K ﹤0.01%
2,682
+16
362
$73K ﹤0.01%
2,630
363
$73K ﹤0.01%
1,000
364
$73K ﹤0.01%
735
+13
365
$71K ﹤0.01%
1,355
366
$71K ﹤0.01%
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367
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368
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1,500
369
– –
0
370
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1,437
371
$65K ﹤0.01%
4,840
-2,828
372
$65K ﹤0.01%
795
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373
$65K ﹤0.01%
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374
$65K ﹤0.01%
1,720
+160
375
$63K ﹤0.01%
950
13 14
15
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