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
26
$79.7M 1.21%
902,083
+20,160
27
$78.9M 1.2%
447,120
-10,401
28
$76.8M 1.17%
1,159,874
+38,407
29
$76.5M 1.16%
908,235
-488
30
$74.2M 1.13%
2,561,924
+474,792
31
$71M 1.08%
507,911
-3,333
32
$63.5M 0.97%
381,175
+11,159
33
$62.2M 0.95%
769,909
-40,854
34
$61.3M 0.93%
229,868
+62,387
35
$59.9M 0.91%
218,785
-776
36
$52M 0.79%
759,367
-196,651
37
$49.2M 0.75%
310,847
+22,270
38
$48.9M 0.74%
552,852
-8,538
39
$43.6M 0.66%
216,792
-1,220
40
$41.6M 0.63%
399,686
-52,530
41
$41.6M 0.63%
248,524
-8,835
42
$39.4M 0.6%
205,145
+69,531
43
$37M 0.56%
108,332
+3,397
44
$37M 0.56%
456,224
-33,817
45
$37M 0.56%
1,369,428
-10,395
46
$34.1M 0.52%
216,056
-49,513
47
$33M 0.5%
301,330
-2,684
48
$32.9M 0.5%
147,235
+1,585
49
$32.4M 0.49%
307,747
-4,748
50
$29.3M 0.45%
499,300
-12,040
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