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
601
$4K ﹤0.01%
+45
602
$4K ﹤0.01%
104
603
$4K ﹤0.01%
88
+55
604
$4K ﹤0.01%
+65
605
$4K ﹤0.01%
+96
606
$4K ﹤0.01%
213
607
$4K ﹤0.01%
325
608
$4K ﹤0.01%
55
+34
609
$4K ﹤0.01%
579
610
$4K ﹤0.01%
+60
611
$4K ﹤0.01%
+27
612
$4K ﹤0.01%
4
613
$4K ﹤0.01%
50
-296
614
$4K ﹤0.01%
136
615
$4K ﹤0.01%
+43
616
$3K ﹤0.01%
42
617
$3K ﹤0.01%
10
+6
618
$3K ﹤0.01%
100
619
$3K ﹤0.01%
58
620
$3K ﹤0.01%
+78
621
$3K ﹤0.01%
115
622
$3K ﹤0.01%
50
623
$3K ﹤0.01%
225
+113
624
$3K ﹤0.01%
26
625
$3K ﹤0.01%
63
+41
23 24
25
26 27