LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.76B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$64.6M
2
+$11.8M
3
+$10M
4
TEL icon
TE Connectivity
TEL
+$8.26M
5
MSFT icon
Microsoft
MSFT
+$5.88M

Top Sells

1
+$15.6M
2
+$13.5M
3
+$12.5M
4
WAB icon
Wabtec
WAB
+$11.2M
5
INTU icon
Intuit
INTU
+$8.06M

Sector Composition

1 Technology 28.91%
2 Healthcare 17.76%
3 Financials 10.38%
4 Consumer Discretionary 9.44%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$15K ﹤0.01%
600
527
$15K ﹤0.01%
100
-84
528
$15K ﹤0.01%
341
529
$15K ﹤0.01%
741
530
$15K ﹤0.01%
700
531
$14K ﹤0.01%
843
532
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1,300
-12,000
533
$13K ﹤0.01%
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534
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280
535
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300
-147
536
$13K ﹤0.01%
+75
537
$12K ﹤0.01%
283
538
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101
539
$12K ﹤0.01%
375
540
$11K ﹤0.01%
655
-245
541
$11K ﹤0.01%
189
542
$11K ﹤0.01%
225
543
$11K ﹤0.01%
500
544
$11K ﹤0.01%
100
545
$11K ﹤0.01%
70
546
$10K ﹤0.01%
100
547
$10K ﹤0.01%
572
548
$10K ﹤0.01%
33
549
$10K ﹤0.01%
250
550
$10K ﹤0.01%
140
-40
20 21
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