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
26
$111M 1.27%
250,994
-1,965
27
$109M 1.25%
544,528
-20,855
28
$103M 1.18%
988,378
-13,571
29
$91.7M 1.05%
1,505,791
-10,980
30
$82M 0.94%
245,533
+6,494
31
$77.7M 0.89%
938,910
-31,638
32
$77.4M 0.89%
154,716
+1,060
33
$76.6M 0.88%
259,640
+1,091
34
$67.4M 0.77%
453,603
+6,626
35
$56.8M 0.65%
366,274
+5,633
36
$56M 0.64%
737,424
-35,152
37
$54.6M 0.63%
176,692
+1,207
38
$53.2M 0.61%
266,015
+1,260
39
$51.7M 0.59%
244,010
-48,830
40
$50.1M 0.57%
248,754
+22,498
41
$46.6M 0.53%
438,028
-4,118
42
$46M 0.53%
473,017
+1,932
43
$45.7M 0.52%
250,660
+619
44
$45.5M 0.52%
415,327
-5,214
45
$44.7M 0.51%
789,000
-1,320
46
$43.2M 0.49%
1,295,560
-2,356
47
$41.5M 0.48%
282,921
+24,653
48
$37.1M 0.42%
110,320
+108,212
49
$34.3M 0.39%
268,783
-2,507
50
$33.7M 0.39%
120,699
-817
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