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
476
$28K ﹤0.01%
500
477
$28K ﹤0.01%
300
478
$28K ﹤0.01%
3,195
-209
479
$28K ﹤0.01%
825
480
$27K ﹤0.01%
825
481
$27K ﹤0.01%
212
+8
482
$27K ﹤0.01%
575
483
$27K ﹤0.01%
1,475
484
$26K ﹤0.01%
1,031
485
$26K ﹤0.01%
435
486
$26K ﹤0.01%
+675
487
$26K ﹤0.01%
550
488
$26K ﹤0.01%
+500
489
$26K ﹤0.01%
457
490
$25K ﹤0.01%
350
491
$25K ﹤0.01%
600
492
$25K ﹤0.01%
840
493
$25K ﹤0.01%
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494
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495
$25K ﹤0.01%
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496
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600
497
$25K ﹤0.01%
255
498
$25K ﹤0.01%
+375
499
$25K ﹤0.01%
300
500
$24K ﹤0.01%
722
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18 19
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