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
376
$70.2K ﹤0.01%
3,238
377
$70.1K ﹤0.01%
6,352
378
$67.1K ﹤0.01%
569
379
$67K ﹤0.01%
350
380
$66.5K ﹤0.01%
2,566
+66
381
$66K ﹤0.01%
2,808
-125
382
$63.5K ﹤0.01%
331
-25
383
$63K ﹤0.01%
3,093
384
$62.3K ﹤0.01%
1,822
385
$61.7K ﹤0.01%
1,233
386
$61.1K ﹤0.01%
1,400
387
$60.7K ﹤0.01%
1,300
388
$60.4K ﹤0.01%
10,707
389
$60K ﹤0.01%
1,865
-280
390
$58.8K ﹤0.01%
1,500
391
$57.6K ﹤0.01%
1,650
392
$57K ﹤0.01%
880
+400
393
$56.6K ﹤0.01%
+598
394
$56.4K ﹤0.01%
1,148
+148
395
$56K ﹤0.01%
686
396
$55.8K ﹤0.01%
115
397
$55K ﹤0.01%
918
398
$54.6K ﹤0.01%
587
+487
399
$54.1K ﹤0.01%
1,004
400
$53K ﹤0.01%
457
14 15
16
17 18