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
701
$0 ﹤0.01%
15
702
– –
-159
703
– –
-110
704
– –
-44
705
– –
-804
706
– –
-415
707
– –
-1,430
708
– –
-11
709
$0 ﹤0.01%
10
710
– –
-400
711
– –
-295
712
– –
-100
713
$0 ﹤0.01%
4
714
– –
-80
715
– –
-126
716
$0 ﹤0.01%
25
717
– –
-75
718
– –
-150
719
– –
-345
720
$0 ﹤0.01%
3
721
– –
-513
722
$0 ﹤0.01%
27
723
$0 ﹤0.01%
22
724
– –
-500
725
$0 ﹤0.01%
12
27 28
29
30 31