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
$5.76B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$64.6M
2
+$11.8M
3
+$10M
4
TEL icon
TE Connectivity
TEL
+$8.26M
5
MSFT icon
Microsoft
MSFT
+$5.88M

Top Sells

1
+$15.6M
2
+$13.5M
3
+$12.5M
4
WAB icon
Wabtec
WAB
+$11.2M
5
INTU icon
Intuit
INTU
+$8.06M

Sector Composition

1 Technology 28.91%
2 Healthcare 17.76%
3 Financials 10.38%
4 Consumer Discretionary 9.44%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1K ﹤0.01%
32
652
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10
653
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654
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655
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656
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40
657
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658
$1K ﹤0.01%
61
659
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500
660
$1K ﹤0.01%
11
661
$1K ﹤0.01%
14
662
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663
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664
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665
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666
$0 ﹤0.01%
4
667
– –
-274
668
– –
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669
$0 ﹤0.01%
12
670
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-161
671
– –
-2,053
672
– –
-870
673
– –
-1,200
674
– –
-1,900
675
– –
-3,750
25 26
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28 29