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
26
$64.5M 1.48%
727,681
+41,666
27
$58.9M 1.35%
1,673,380
+111,960
28
$55.7M 1.28%
469,311
+11,783
29
$54.8M 1.26%
657,075
+4,142
30
$54.4M 1.25%
2,277,604
+33,740
31
$42.7M 0.98%
420,160
-934
32
$41.4M 0.95%
557,505
+17,120
33
$41.1M 0.94%
1,629,334
+29,755
34
$40.9M 0.94%
385,729
-12,823
35
$39.4M 0.91%
350,569
-9,441
36
$37.9M 0.87%
687,099
+52,391
37
$36.7M 0.84%
243,560
-4,657
38
$35.5M 0.82%
370,966
+35,692
39
$35M 0.8%
357,553
+215,166
40
$33.9M 0.78%
681,755
+4,389
41
$31.5M 0.72%
217,809
-248
42
$28.3M 0.65%
133,488
-594
43
$22.6M 0.52%
487,873
-60,416
44
$22.5M 0.52%
242,604
+1,854
45
$21.1M 0.49%
451,631
+3,427
46
$20.6M 0.47%
170,965
-10,591
47
$20.4M 0.47%
234,334
+5,807
48
$20M 0.46%
265,206
+60,967
49
$19.7M 0.45%
122,165
+9,780
50
$19.6M 0.45%
566,300
-8,320
1
2
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