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
526
$7.8K ﹤0.01%
6,500
527
$7.77K ﹤0.01%
950
-60
528
$7.55K ﹤0.01%
150
529
$7.51K ﹤0.01%
+200
530
$7.4K ﹤0.01%
50
531
$7.02K ﹤0.01%
850
532
$6.9K ﹤0.01%
+66
533
$6.89K ﹤0.01%
+150
534
$6.87K ﹤0.01%
100
535
$6.83K ﹤0.01%
100
536
$6.8K ﹤0.01%
+33
537
$6.71K ﹤0.01%
135
538
$6.4K ﹤0.01%
50
539
$6.24K ﹤0.01%
45
540
$5.96K ﹤0.01%
12,820
541
$5.78K ﹤0.01%
225
542
$5.52K ﹤0.01%
+100
543
$5.51K ﹤0.01%
80
544
$5.44K ﹤0.01%
353
545
$5.04K ﹤0.01%
536
546
$4.91K ﹤0.01%
1,000
547
$4.88K ﹤0.01%
112
548
$4.85K ﹤0.01%
+1,019
549
$4.62K ﹤0.01%
4,482
550
$4.56K ﹤0.01%
+38
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