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
476
$28K ﹤0.01%
600
477
$28K ﹤0.01%
1,031
478
$27K ﹤0.01%
600
479
$27K ﹤0.01%
8
480
$27K ﹤0.01%
1,405
481
$27K ﹤0.01%
400
482
$26K ﹤0.01%
350
483
$26K ﹤0.01%
530
-473
484
$26K ﹤0.01%
85
-241
485
$26K ﹤0.01%
1,069
486
$26K ﹤0.01%
300
487
$26K ﹤0.01%
265
488
$25K ﹤0.01%
457
-43
489
$25K ﹤0.01%
435
490
$24K ﹤0.01%
500
491
$24K ﹤0.01%
98
492
$24K ﹤0.01%
200
493
$23K ﹤0.01%
600
494
$23K ﹤0.01%
100
495
$23K ﹤0.01%
1,200
+600
496
$22K ﹤0.01%
480
497
$22K ﹤0.01%
481
498
$22K ﹤0.01%
1,000
499
$21K ﹤0.01%
134
500
$21K ﹤0.01%
250
18 19
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