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
501
$24K ﹤0.01%
262
502
$24K ﹤0.01%
1,300
503
$24K ﹤0.01%
+525
504
$24K ﹤0.01%
+2,750
505
$23K ﹤0.01%
1,800
506
$23K ﹤0.01%
77
507
$23K ﹤0.01%
1,069
508
$23K ﹤0.01%
+1,655
509
$23K ﹤0.01%
200
+70
510
$23K ﹤0.01%
88
511
$23K ﹤0.01%
+2,000
512
$23K ﹤0.01%
160
513
$22K ﹤0.01%
625
514
$22K ﹤0.01%
2,000
515
$22K ﹤0.01%
975
516
$22K ﹤0.01%
1,405
517
$22K ﹤0.01%
208
518
$22K ﹤0.01%
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519
$22K ﹤0.01%
35
520
$22K ﹤0.01%
100
521
$21K ﹤0.01%
855
522
$21K ﹤0.01%
+1,167
523
$20K ﹤0.01%
243
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524
$20K ﹤0.01%
900
-4,000
525
$19K ﹤0.01%
+911
19 20
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