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
$6.58B
AUM Growth
+$1.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$42.2M
2
+$29.3M
3
+$17.1M
4
ADBE icon
Adobe
ADBE
+$16.6M
5
MSFT icon
Microsoft
MSFT
+$15.9M

Top Sells

1
+$62.7M
2
+$27.7M
3
+$13.5M
4
CTSH icon
Cognizant
CTSH
+$11.2M
5
CMI icon
Cummins
CMI
+$7.82M

Sector Composition

1 Technology 31.73%
2 Healthcare 16.94%
3 Financials 11.08%
4 Consumer Discretionary 10.18%
5 Consumer Staples 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$33K ﹤0.01%
474
452
$33K ﹤0.01%
1,125
453
$33K ﹤0.01%
600
454
$32K ﹤0.01%
8
455
$32K ﹤0.01%
+740
456
$32K ﹤0.01%
1,918
457
$31K ﹤0.01%
825
458
$31K ﹤0.01%
226
459
$31K ﹤0.01%
375
460
$31K ﹤0.01%
500
461
$31K ﹤0.01%
375
-22
462
$31K ﹤0.01%
860
+312
463
$31K ﹤0.01%
1,000
464
$31K ﹤0.01%
234
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465
$30K ﹤0.01%
3,500
466
$30K ﹤0.01%
1,100
467
$30K ﹤0.01%
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468
$30K ﹤0.01%
500
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$30K ﹤0.01%
325
470
$30K ﹤0.01%
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471
$30K ﹤0.01%
1,000
472
$29K ﹤0.01%
863
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473
$29K ﹤0.01%
+1,375
474
$29K ﹤0.01%
500
475
$29K ﹤0.01%
600
17 18
19
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