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
401
$51.8K ﹤0.01%
900
402
$51.6K ﹤0.01%
399
403
$50.7K ﹤0.01%
780
404
$50.6K ﹤0.01%
2,253
405
$50K ﹤0.01%
1,100
406
$49.7K ﹤0.01%
1,225
-830
407
$49.6K ﹤0.01%
600
-15
408
$49.6K ﹤0.01%
3,989
409
$49.1K ﹤0.01%
320
-665
410
$48.9K ﹤0.01%
350
411
$47.9K ﹤0.01%
1,004
-3,008
412
$47.4K ﹤0.01%
367
+75
413
$47.3K ﹤0.01%
605
-120
414
$47.3K ﹤0.01%
2,720
415
$47.3K ﹤0.01%
400
416
– –
0
417
$46.1K ﹤0.01%
+1,100
418
$45.8K ﹤0.01%
500
419
$45.4K ﹤0.01%
350
420
$45K ﹤0.01%
1,527
421
$45K ﹤0.01%
384
-334
422
$44.9K ﹤0.01%
2,301
423
$44.9K ﹤0.01%
567
424
$44.7K ﹤0.01%
371
+12
425
$43.6K ﹤0.01%
300
15 16
17
18 19