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
76
$9.35M 0.16%
284,819
-6,641
77
$8.83M 0.15%
56,728
-19,303
78
$8.68M 0.15%
68,681
+4,084
79
$8.56M 0.15%
142,713
-13,860
80
$8.44M 0.15%
51,295
-3,777
81
$8.04M 0.14%
58,067
+140
82
$7.49M 0.13%
27,419
83
$6.92M 0.12%
106,075
-18,415
84
$6.52M 0.11%
45,302
-6,036
85
$6.43M 0.11%
146,652
-20,062
86
$6.22M 0.11%
59,741
-700
87
$5.48M 0.1%
94,548
+167
88
$5.43M 0.09%
128,654
-16,411
89
$5.11M 0.09%
74,724
-9,399
90
$5.07M 0.09%
73,261
-77,118
91
$4.48M 0.08%
33,690
-455
92
$4.37M 0.08%
101,643
-15,856
93
$4.33M 0.08%
19,049
+277
94
$4.1M 0.07%
58,874
-914
95
$4.04M 0.07%
17,316
-352
96
$3.83M 0.07%
58,713
97
$3.74M 0.07%
29,646
-1,490
98
$3.71M 0.06%
22,296
-45
99
$3.64M 0.06%
78,768
-440
100
$3.48M 0.06%
97,640
+14,689
2 3
4
5 6