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
$4.35B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$9.03M
3
+$5.84M
4
DHR icon
Danaher
DHR
+$4.67M
5
OXY icon
Occidental Petroleum
OXY
+$4.61M

Top Sells

1
+$10.8M
2
+$4.55M
3
+$3.21M
4
INTU icon
Intuit
INTU
+$2.94M
5
JCI icon
Johnson Controls International
JCI
+$2.8M

Sector Composition

1 Technology 19.91%
2 Healthcare 19.18%
3 Consumer Staples 14.39%
4 Consumer Discretionary 10.17%
5 Industrials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$19.4M 0.45%
371,753
-34,437
52
$19M 0.44%
128,468
+6,336
53
$18.6M 0.43%
213,086
+12,126
54
$17.3M 0.4%
378,933
+130
55
$16.6M 0.38%
999,812
+17,040
56
$16.4M 0.38%
144,383
-386
57
$16.2M 0.37%
123,430
-5,878
58
$15.1M 0.35%
118,338
-203
59
$14.9M 0.34%
277,666
-23,060
60
$14.8M 0.34%
177,789
+22,667
61
$14.7M 0.34%
290,132
-24,878
62
$14.1M 0.32%
247,872
+27,390
63
$12M 0.28%
264,610
-8,094
64
$11.8M 0.27%
150,607
+14,382
65
$11.3M 0.26%
353,875
-20,843
66
$9.69M 0.22%
406,329
-134,513
67
$9.45M 0.22%
83,696
+348
68
$9.27M 0.21%
452,784
-59,327
69
$8.68M 0.2%
123,600
+6,689
70
$8.49M 0.2%
348,639
-39,580
71
$8.47M 0.19%
164,522
+542
72
$8.46M 0.19%
57,798
+330
73
$8.43M 0.19%
113,954
-5,618
74
$8.01M 0.18%
244,104
+1,659
75
$8M 0.18%
438,395
+15,450
1 2
3
4 5