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
426
$43.3K ﹤0.01%
424
427
$43.1K ﹤0.01%
279
428
$42.7K ﹤0.01%
4,435
-232
429
$42.2K ﹤0.01%
666
430
$41.8K ﹤0.01%
454
431
$41.3K ﹤0.01%
1,068
432
$40K ﹤0.01%
300
433
$38.5K ﹤0.01%
300
-25
434
$38.5K ﹤0.01%
308
435
$38.3K ﹤0.01%
1,102
436
$37.5K ﹤0.01%
768
437
$37.4K ﹤0.01%
1,096
438
$37.3K ﹤0.01%
515
439
$34.5K ﹤0.01%
+707
440
$34.1K ﹤0.01%
+1,084
441
$34K ﹤0.01%
240
442
$32.7K ﹤0.01%
324
+12
443
$32.4K ﹤0.01%
400
444
$32.2K ﹤0.01%
356
445
$31.9K ﹤0.01%
919
446
$31.1K ﹤0.01%
250
447
$30.9K ﹤0.01%
215
448
$30.5K ﹤0.01%
700
449
$30.5K ﹤0.01%
424
450
$30.2K ﹤0.01%
200