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
401
$52K ﹤0.01%
1,233
-742
402
$52K ﹤0.01%
1,089
403
$52K ﹤0.01%
661
404
$51K ﹤0.01%
610
-2,339
405
$51K ﹤0.01%
3,845
-90
406
$50K ﹤0.01%
940
-60
407
$50K ﹤0.01%
960
408
$50K ﹤0.01%
7,569
409
$50K ﹤0.01%
500
410
$48K ﹤0.01%
11,674
-4,161
411
$45K ﹤0.01%
310
412
$44K ﹤0.01%
22,542
413
$42K ﹤0.01%
773
414
$42K ﹤0.01%
2,311
-2,705
415
$41K ﹤0.01%
514
416
$41K ﹤0.01%
335
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417
$41K ﹤0.01%
359
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418
$41K ﹤0.01%
561
-2,269
419
$41K ﹤0.01%
186
420
$41K ﹤0.01%
6,000
421
$40K ﹤0.01%
998
422
$40K ﹤0.01%
2,100
423
$39K ﹤0.01%
307
424
$39K ﹤0.01%
190
425
$39K ﹤0.01%
200
15 16
17
18 19