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
51
$29M 0.44%
306,913
-664,850
52
$28.6M 0.44%
206,482
-835
53
$27.8M 0.42%
146,309
-5,643
54
$27.7M 0.42%
225,889
-9,688
55
$24.9M 0.38%
141,697
-293
56
$20.1M 0.3%
215,370
-935
57
$19.7M 0.3%
69,229
-315
58
$17.6M 0.27%
92,558
-4,622
59
$17.2M 0.26%
319,709
-30,263
60
$14.6M 0.22%
228,927
+4,107
61
$14M 0.21%
134,740
+115,109
62
$13.2M 0.2%
317,159
-775
63
$13.2M 0.2%
64,594
-10,126
64
$12.3M 0.19%
216,043
+5,779
65
$11.2M 0.17%
338,516
-7,265
66
$11.1M 0.17%
110,467
-340
67
$10.2M 0.15%
251,316
-7,520
68
$10.1M 0.15%
187,501
-1,509
69
$9.97M 0.15%
54,967
-6,357
70
$9.75M 0.15%
56,127
-859
71
$9.75M 0.15%
148,157
-7,720
72
$8.56M 0.13%
370,166
-9,115
73
$8.39M 0.13%
68,110
-1,707
74
$8.15M 0.12%
56,762
-1,936
75
$7.93M 0.12%
27,869
+450
1 2
3
4 5