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
426
$51K ﹤0.01%
5,000
427
$50K ﹤0.01%
1,500
428
$47K ﹤0.01%
926
429
$47K ﹤0.01%
692
430
$46K ﹤0.01%
2,262
431
$46K ﹤0.01%
3,404
432
$46K ﹤0.01%
209
+200
433
$46K ﹤0.01%
740
434
$45K ﹤0.01%
773
-1,093
435
$45K ﹤0.01%
600
436
$45K ﹤0.01%
722
-39
437
$44K ﹤0.01%
4,003
-703
438
$44K ﹤0.01%
3,000
439
$43K ﹤0.01%
860
440
$43K ﹤0.01%
800
441
$43K ﹤0.01%
1,136
442
$43K ﹤0.01%
975
443
$43K ﹤0.01%
450
444
$42K ﹤0.01%
3,120
445
$42K ﹤0.01%
1,000
446
$41K ﹤0.01%
666
447
$41K ﹤0.01%
942
448
$41K ﹤0.01%
190
449
$41K ﹤0.01%
2,100
450
$41K ﹤0.01%
3,000
16 17
18
19 20