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
$4.35B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$9.03M
3
+$5.84M
4
DHR icon
Danaher
DHR
+$4.67M
5
OXY icon
Occidental Petroleum
OXY
+$4.61M

Top Sells

1
+$10.8M
2
+$4.55M
3
+$3.21M
4
INTU icon
Intuit
INTU
+$2.94M
5
JCI icon
Johnson Controls International
JCI
+$2.8M

Sector Composition

1 Technology 19.91%
2 Healthcare 19.18%
3 Consumer Staples 14.39%
4 Consumer Discretionary 10.17%
5 Industrials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$12K ﹤0.01%
+300
527
$12K ﹤0.01%
781
528
$12K ﹤0.01%
+302
529
$12K ﹤0.01%
500
530
$12K ﹤0.01%
200
531
$12K ﹤0.01%
+250
532
$12K ﹤0.01%
310
533
$11K ﹤0.01%
619
-2,322
534
$11K ﹤0.01%
100
535
$11K ﹤0.01%
318
-74
536
$11K ﹤0.01%
+159
537
$11K ﹤0.01%
+337
538
$10K ﹤0.01%
843
539
$10K ﹤0.01%
+90
540
$10K ﹤0.01%
725
541
$10K ﹤0.01%
232
542
$10K ﹤0.01%
298
543
$10K ﹤0.01%
722
544
$10K ﹤0.01%
445
545
$10K ﹤0.01%
+300
546
$10K ﹤0.01%
1,150
547
$9K ﹤0.01%
336
548
$9K ﹤0.01%
225
549
$9K ﹤0.01%
300
550
$9K ﹤0.01%
536
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