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
476
$23K ﹤0.01%
2,291
-1,832
477
$22K ﹤0.01%
481
478
$22K ﹤0.01%
2,000
479
$21K ﹤0.01%
170
480
$21K ﹤0.01%
600
481
$21K ﹤0.01%
525
-381
482
$20K ﹤0.01%
1,800
483
$20K ﹤0.01%
137
+30
484
$20K ﹤0.01%
1,300
485
$20K ﹤0.01%
102
486
$19K ﹤0.01%
+250
487
$19K ﹤0.01%
1,500
+300
488
$19K ﹤0.01%
1,770
-1,240
489
$19K ﹤0.01%
+356
490
$19K ﹤0.01%
15
+12
491
$18K ﹤0.01%
1,000
492
$18K ﹤0.01%
299
+39
493
$18K ﹤0.01%
975
494
$18K ﹤0.01%
133
+63
495
$17K ﹤0.01%
600
496
$17K ﹤0.01%
175
497
$16K ﹤0.01%
350
498
$16K ﹤0.01%
7
499
$16K ﹤0.01%
632
500
$16K ﹤0.01%
418
+403
18 19
20
21 22