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
376
$63K ﹤0.01%
50,000
377
$62K ﹤0.01%
2,372
378
$60K ﹤0.01%
1,553
379
$59K ﹤0.01%
1,000
380
$57K ﹤0.01%
1,250
381
$56K ﹤0.01%
1,273
382
$56K ﹤0.01%
1,245
383
$56K ﹤0.01%
1,000
384
$55K ﹤0.01%
831
385
$55K ﹤0.01%
1,635
386
– –
0
387
$55K ﹤0.01%
2,000
388
$54K ﹤0.01%
630
389
$54K ﹤0.01%
1,080
390
$53K ﹤0.01%
765
391
$51K ﹤0.01%
1,420
392
$51K ﹤0.01%
3,661
393
$51K ﹤0.01%
3,300
394
$50K ﹤0.01%
+462
395
$50K ﹤0.01%
1,376
396
$50K ﹤0.01%
559
+475
397
$50K ﹤0.01%
1,121
+930
398
$50K ﹤0.01%
5,000
399
$48K ﹤0.01%
5,475
400
$48K ﹤0.01%
1,437
14 15
16
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