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
76
$7.34M 0.17%
70,054
-2,311
77
$7.19M 0.17%
138,465
-12,665
78
$6.81M 0.16%
97,353
+533
79
$6.51M 0.15%
105,142
+6,837
80
$6.48M 0.15%
152,887
-7,415
81
$6.47M 0.15%
52,246
-25
82
$6.47M 0.15%
111,715
-3,193
83
$5.95M 0.14%
127,913
-8,996
84
$5.95M 0.14%
57,137
-1,153
85
$5.86M 0.13%
82,102
+635
86
$5.67M 0.13%
70,334
87
$5.4M 0.12%
90,727
+2,333
88
$5.39M 0.12%
223,398
-13,627
89
$5.34M 0.12%
32,260
+154
90
$5.31M 0.12%
96,622
+11,310
91
$4.97M 0.11%
92,231
-1,161
92
$4.95M 0.11%
21,791
-11,027
93
$4.46M 0.1%
401,932
-47,564
94
$4.34M 0.1%
81,322
-11,070
95
$4.23M 0.1%
52,166
-1,160
96
$4.06M 0.09%
113,460
-4,080
97
$4.02M 0.09%
35,192
+30,372
98
$3.94M 0.09%
91,162
+91,121
99
$3.9M 0.09%
62,708
-71
100
$3.74M 0.09%
24,556
+660
2 3
4
5 6