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
376
$63K ﹤0.01%
1,115
-130
377
$63K ﹤0.01%
305
378
$62K ﹤0.01%
1,196
379
$62K ﹤0.01%
681
380
$62K ﹤0.01%
1,520
381
$61K ﹤0.01%
1,643
-673
382
$61K ﹤0.01%
2,496
+66
383
$61K ﹤0.01%
1,000
384
$60K ﹤0.01%
666
385
$59K ﹤0.01%
1,075
386
$59K ﹤0.01%
1,143
387
$59K ﹤0.01%
1,025
+185
388
$59K ﹤0.01%
1,741
389
$58K ﹤0.01%
618
390
$58K ﹤0.01%
+1,811
391
$58K ﹤0.01%
1,420
-5,786
392
$57K ﹤0.01%
1,444
393
$57K ﹤0.01%
1,095
394
$57K ﹤0.01%
400
-17
395
$56K ﹤0.01%
1,000
396
$54K ﹤0.01%
1,000
397
$53K ﹤0.01%
878
398
$53K ﹤0.01%
1,822
399
$53K ﹤0.01%
4,680
400
$53K ﹤0.01%
15,285
14 15
16
17 18