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
$4.35B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$9.03M
3
+$5.84M
4
DHR icon
Danaher
DHR
+$4.67M
5
OXY icon
Occidental Petroleum
OXY
+$4.61M

Top Sells

1
+$10.8M
2
+$4.55M
3
+$3.21M
4
INTU icon
Intuit
INTU
+$2.94M
5
JCI icon
Johnson Controls International
JCI
+$2.8M

Sector Composition

1 Technology 19.91%
2 Healthcare 19.18%
3 Consumer Staples 14.39%
4 Consumer Discretionary 10.17%
5 Industrials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$30K ﹤0.01%
2,620
452
$29K ﹤0.01%
666
453
$29K ﹤0.01%
290
454
$29K ﹤0.01%
241
455
$28K ﹤0.01%
+200
456
$28K ﹤0.01%
650
457
$27K ﹤0.01%
450
458
$26K ﹤0.01%
500
459
$26K ﹤0.01%
1,069
460
$26K ﹤0.01%
100
461
$26K ﹤0.01%
590
462
$25K ﹤0.01%
327
463
$25K ﹤0.01%
1,025
+625
464
$25K ﹤0.01%
500
465
$25K ﹤0.01%
+1,000
466
$24K ﹤0.01%
1,320
-36,221
467
$24K ﹤0.01%
1,052
468
$24K ﹤0.01%
1,850
469
$24K ﹤0.01%
260
470
$24K ﹤0.01%
435
471
$24K ﹤0.01%
1,100
472
$23K ﹤0.01%
+514
473
$23K ﹤0.01%
1,595
474
$23K ﹤0.01%
1,405
475
$23K ﹤0.01%
188
17 18
19
20 21