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
451
$28.7K ﹤0.01%
635
452
$27.3K ﹤0.01%
283
-194
453
$27.2K ﹤0.01%
1,500
454
$27.1K ﹤0.01%
130
455
$26.5K ﹤0.01%
537
-741
456
$25.8K ﹤0.01%
3,005
457
$24.6K ﹤0.01%
2,095
-95
458
$24.3K ﹤0.01%
+1,100
459
$24.2K ﹤0.01%
603
460
$23.9K ﹤0.01%
80
461
$22.6K ﹤0.01%
432
462
$22.5K ﹤0.01%
145
463
$22.1K ﹤0.01%
318
464
$21.7K ﹤0.01%
1,472
+15
465
$21.7K ﹤0.01%
500
466
$21K ﹤0.01%
256
467
$20.6K ﹤0.01%
300
468
$20.2K ﹤0.01%
5,000
469
$20.1K ﹤0.01%
1,029
470
$19.7K ﹤0.01%
926
471
$19.7K ﹤0.01%
159
-30
472
$19.6K ﹤0.01%
1,750
473
$19.6K ﹤0.01%
250
474
$19.2K ﹤0.01%
+300
475
$19.1K ﹤0.01%
160
17 18
19
20 21