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
476
$18.8K ﹤0.01%
2,100
477
$18.5K ﹤0.01%
177
478
$18.4K ﹤0.01%
270
479
$17.8K ﹤0.01%
450
480
$17.7K ﹤0.01%
+362
481
$17.4K ﹤0.01%
77
482
$16.6K ﹤0.01%
257
483
$16.6K ﹤0.01%
300
484
$16.6K ﹤0.01%
250
485
$16.5K ﹤0.01%
2,592
486
$16.3K ﹤0.01%
+150
487
$16K ﹤0.01%
+452
488
$15.6K ﹤0.01%
600
489
$15.5K ﹤0.01%
+94
490
$15.3K ﹤0.01%
550
491
$15.1K ﹤0.01%
110
492
$14.9K ﹤0.01%
280
493
$14.7K ﹤0.01%
110
494
$14.7K ﹤0.01%
2,949
495
$14.1K ﹤0.01%
84
496
$14.1K ﹤0.01%
+200
497
$13.7K ﹤0.01%
55
-15
498
$13.7K ﹤0.01%
366
-88
499
$13.6K ﹤0.01%
+200
500
$13.3K ﹤0.01%
180