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
501
$13.2K ﹤0.01%
100
502
$12.8K ﹤0.01%
325
503
$12.4K ﹤0.01%
100
504
$12.3K ﹤0.01%
37
505
$12K ﹤0.01%
1,450
506
$11.6K ﹤0.01%
+138
507
$11K ﹤0.01%
+100
508
$10.7K ﹤0.01%
30
509
$10.7K ﹤0.01%
275
-285
510
$10.7K ﹤0.01%
1,300
511
$10.2K ﹤0.01%
2,380
512
$10.2K ﹤0.01%
550
513
$10.1K ﹤0.01%
+120
514
$9.92K ﹤0.01%
38
515
$9.79K ﹤0.01%
+183
516
$9.61K ﹤0.01%
178
517
$9.59K ﹤0.01%
145
518
$9.47K ﹤0.01%
45
+20
519
$9.31K ﹤0.01%
+116
520
$9.06K ﹤0.01%
249
521
$8.81K ﹤0.01%
480
522
$8.6K ﹤0.01%
530
523
$8.46K ﹤0.01%
500
524
$8.42K ﹤0.01%
+108
525
$7.86K ﹤0.01%
553
-200
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