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
551
$4.48K ﹤0.01%
400
552
$4.32K ﹤0.01%
200
553
$4.32K ﹤0.01%
70
554
$4.14K ﹤0.01%
500
555
$4.04K ﹤0.01%
67
556
$3.85K ﹤0.01%
480
557
$3.61K ﹤0.01%
+54
558
$3.59K ﹤0.01%
120
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$3.33K ﹤0.01%
20
560
$3.29K ﹤0.01%
50
561
$3.2K ﹤0.01%
1,206
-700
562
$3.04K ﹤0.01%
10
563
$2.74K ﹤0.01%
+36
564
$2.65K ﹤0.01%
+300
565
$2.46K ﹤0.01%
142
566
$2.43K ﹤0.01%
75
567
$2.37K ﹤0.01%
35
568
$2.32K ﹤0.01%
2,000
569
$2.29K ﹤0.01%
95
570
$2.23K ﹤0.01%
13
571
$2.18K ﹤0.01%
20
572
$2.13K ﹤0.01%
135
573
$2.1K ﹤0.01%
50
574
$2.09K ﹤0.01%
+200
575
$1.61K ﹤0.01%
20
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