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
451
$40K ﹤0.01%
750
452
$39K ﹤0.01%
872
453
$39K ﹤0.01%
575
-965
454
$39K ﹤0.01%
7,569
455
$38K ﹤0.01%
1,125
456
$38K ﹤0.01%
723
-1,803
457
$37K ﹤0.01%
2,316
458
$37K ﹤0.01%
290
459
$36K ﹤0.01%
498
460
$36K ﹤0.01%
500
461
$36K ﹤0.01%
2,000
-1,666
462
$35K ﹤0.01%
998
463
$35K ﹤0.01%
600
464
$35K ﹤0.01%
550
465
$34K ﹤0.01%
505
466
$34K ﹤0.01%
440
467
$32K ﹤0.01%
514
468
$31K ﹤0.01%
250
-1,125
469
$31K ﹤0.01%
1,800
470
$31K ﹤0.01%
500
-428
471
$31K ﹤0.01%
1,375
472
$31K ﹤0.01%
1,000
473
$31K ﹤0.01%
300
474
$31K ﹤0.01%
181
475
$29K ﹤0.01%
255
17 18
19
20 21