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
551
$12K ﹤0.01%
283
552
$11K ﹤0.01%
225
553
$11K ﹤0.01%
+332
554
$11K ﹤0.01%
400
555
$10K ﹤0.01%
257
-1,852
556
$10K ﹤0.01%
572
557
$10K ﹤0.01%
75
558
$10K ﹤0.01%
60
559
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205
-25
560
$10K ﹤0.01%
100
561
$10K ﹤0.01%
1,122
+122
562
$10K ﹤0.01%
33
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$9K ﹤0.01%
55
564
$9K ﹤0.01%
116
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565
$9K ﹤0.01%
261
566
$9K ﹤0.01%
4,500
567
$9K ﹤0.01%
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568
$9K ﹤0.01%
250
569
$9K ﹤0.01%
500
570
$8K ﹤0.01%
+71
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$8K ﹤0.01%
266
-123
572
$8K ﹤0.01%
50
573
$8K ﹤0.01%
85
574
$7K ﹤0.01%
83
+13
575
$7K ﹤0.01%
200
21 22
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