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
376
$82K ﹤0.01%
2,342
377
$81K ﹤0.01%
1,072
378
$80K ﹤0.01%
16,263
-417
379
$80K ﹤0.01%
5,010
380
$80K ﹤0.01%
5,220
-14,875
381
$78K ﹤0.01%
4,680
382
$77K ﹤0.01%
976
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383
$76K ﹤0.01%
22,542
384
$76K ﹤0.01%
2,000
385
$73K ﹤0.01%
1,275
386
$71K ﹤0.01%
4,000
387
$70K ﹤0.01%
1,000
388
$70K ﹤0.01%
1,188
389
$70K ﹤0.01%
+1,360
390
$70K ﹤0.01%
+2,000
391
$70K ﹤0.01%
509
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393
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1,000
394
$68K ﹤0.01%
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395
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396
$68K ﹤0.01%
1,437
397
$67K ﹤0.01%
1,444
398
$67K ﹤0.01%
1,520
-1,847
399
$67K ﹤0.01%
1,200
-848
400
$67K ﹤0.01%
514
14 15
16
17 18