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
526
$19K ﹤0.01%
250
527
$18K ﹤0.01%
355
528
$18K ﹤0.01%
480
529
$18K ﹤0.01%
517
530
$18K ﹤0.01%
+689
531
$18K ﹤0.01%
+3,000
532
$16K ﹤0.01%
450
533
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500
534
$16K ﹤0.01%
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535
$16K ﹤0.01%
120
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536
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1,000
-6,000
537
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337
538
$15K ﹤0.01%
1,315
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539
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540
$15K ﹤0.01%
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$14K ﹤0.01%
250
542
$14K ﹤0.01%
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545
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300
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$12K ﹤0.01%
100
549
$12K ﹤0.01%
655
550
$12K ﹤0.01%
210
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20 21
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