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
351
$91.1K ﹤0.01%
1,075
352
$90.6K ﹤0.01%
1,300
353
$89.6K ﹤0.01%
3,000
-679
354
$88.6K ﹤0.01%
800
-25
355
$88.6K ﹤0.01%
380
356
$87.7K ﹤0.01%
450
357
$86.6K ﹤0.01%
2,000
358
$86.4K ﹤0.01%
2,666
359
$86K ﹤0.01%
5,397
-243
360
$85.6K ﹤0.01%
776
+536
361
$85.4K ﹤0.01%
4,137
362
$84.4K ﹤0.01%
2,127
363
$84.1K ﹤0.01%
1,755
-1,440
364
$81.1K ﹤0.01%
860
365
$80.1K ﹤0.01%
500
366
$77.4K ﹤0.01%
1,931
-331
367
$76.1K ﹤0.01%
4,917
+100
368
$75.1K ﹤0.01%
1,182
369
$75K ﹤0.01%
2,742
-66
370
$73.6K ﹤0.01%
3,000
371
$72.8K ﹤0.01%
200
372
$72.8K ﹤0.01%
1,485
373
$72.6K ﹤0.01%
2,979
-11,940
374
$71.8K ﹤0.01%
657
375
$70.6K ﹤0.01%
950
-202
13 14
15
16 17