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
576
$1.59K ﹤0.01%
30
577
$1.53K ﹤0.01%
213
578
$1.45K ﹤0.01%
530
579
$1.41K ﹤0.01%
397
580
$1.4K ﹤0.01%
100
-19,199
581
$1.39K ﹤0.01%
1,000
582
$1.21K ﹤0.01%
54
583
$936 ﹤0.01%
273
584
$716 ﹤0.01%
3,000
585
$571 ﹤0.01%
+33
586
$380 ﹤0.01%
7
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$309 ﹤0.01%
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588
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589
$195 ﹤0.01%
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591
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592
$36 ﹤0.01%
3
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$15 ﹤0.01%
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594
$10 ﹤0.01%
2
595
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599
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