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
401
$66K ﹤0.01%
+1,196
402
$66K ﹤0.01%
384
403
$66K ﹤0.01%
1,851
404
$64K ﹤0.01%
1,355
405
$63K ﹤0.01%
1,089
+889
406
$62K ﹤0.01%
+1,114
407
$61K ﹤0.01%
750
408
$61K ﹤0.01%
800
409
$61K ﹤0.01%
1,575
410
$61K ﹤0.01%
1,741
411
$60K ﹤0.01%
3,135
412
$59K ﹤0.01%
1,616
413
$59K ﹤0.01%
305
414
$58K ﹤0.01%
1,160
415
$58K ﹤0.01%
500
416
$57K ﹤0.01%
2,006
-2,780
417
$57K ﹤0.01%
1,200
418
$57K ﹤0.01%
1,075
419
$57K ﹤0.01%
1,245
420
$54K ﹤0.01%
400
421
$52K ﹤0.01%
366
422
$52K ﹤0.01%
681
423
$52K ﹤0.01%
1,010
424
$52K ﹤0.01%
1,223
425
$51K ﹤0.01%
2,600
+400
15 16
17
18 19