LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
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
51
$26.6M 0.46%
96,308
+36,256
52
$26.2M 0.45%
498,272
-11,336
53
$25.1M 0.44%
128,508
+2,462
54
$24.2M 0.42%
154,302
-3,038
55
$24.1M 0.42%
374,369
-39,643
56
$23.6M 0.41%
69,084
57
$23.4M 0.41%
143,007
-1,384
58
$23.2M 0.4%
376,286
-700
59
$19.3M 0.33%
214,122
+91,672
60
$18.9M 0.33%
222,648
-9,350
61
$18M 0.31%
97,507
-825
62
$16.7M 0.29%
560,671
-19,227
63
$15.3M 0.27%
458,602
-175,080
64
$15.3M 0.27%
68,845
+580
65
$14.7M 0.25%
157,650
-1,039
66
$14.2M 0.25%
122,877
-15,650
67
$13M 0.23%
184,208
-191,193
68
$12.1M 0.21%
177,724
-41,619
69
$12M 0.21%
213,540
-10,834
70
$11.5M 0.2%
5,657
+207
71
$10.7M 0.19%
219,618
+210
72
$10.6M 0.18%
109,245
-710
73
$10.1M 0.18%
366,297
-6,145
74
$9.77M 0.17%
105,476
-5,442
75
$9.64M 0.17%
193,901
-2,166
1 2
3
4 5