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
26
$77.9M 1.35%
930,999
+46,151
27
$72.7M 1.26%
878,694
-60,279
28
$72.7M 1.26%
912,205
-9,098
29
$70.9M 1.23%
365,041
+29,677
30
$64.5M 1.12%
459,524
-901
31
$61.9M 1.07%
510,110
-14,187
32
$61.3M 1.07%
585,287
-3,336
33
$54.1M 0.94%
687,964
-198,256
34
$44.6M 0.77%
552,590
+27,708
35
$43.9M 0.76%
401,521
-4,325
36
$42.5M 0.74%
544,531
-70,750
37
$41.6M 0.72%
200,825
+5,037
38
$41.3M 0.72%
310,390
-24,166
39
$40.7M 0.71%
218,218
-4,208
40
$38.8M 0.67%
1,412,412
+16,246
41
$36.8M 0.64%
259,573
-598
42
$33.8M 0.59%
397,760
+26,480
43
$33.7M 0.59%
351,593
+8,149
44
$33.5M 0.58%
1,451,968
-193,242
45
$29.9M 0.52%
137,105
-2,155
46
$29.5M 0.51%
529,340
-12,040
47
$29.4M 0.51%
120,760
+1,697
48
$28.7M 0.5%
300,151
+2,170
49
$28.4M 0.49%
261,131
-45,688
50
$27M 0.47%
207,267
-540
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