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
76
$7.7M 0.12%
115,297
-18,199
77
$7.66M 0.12%
63,858
-3,148
78
$7.61M 0.12%
94,484
-6,454
79
$7.49M 0.11%
94,311
-1,946
80
$7.34M 0.11%
38,464
-4,065
81
$6.91M 0.11%
109,192
-33,302
82
$6.81M 0.1%
19,533
+944
83
$6.72M 0.1%
+33,790
84
$6.5M 0.1%
138,762
-3,082
85
$6.02M 0.09%
108,537
-9,789
86
$5.68M 0.09%
70,886
-1,602
87
$5.46M 0.08%
101,153
-2,002
88
$5.43M 0.08%
53,599
-123
89
$5.22M 0.08%
64,666
-90,612
90
$4.74M 0.07%
37,335
+4,945
91
$4.7M 0.07%
32,508
-92
92
$4.46M 0.07%
26,928
+8,428
93
$4.18M 0.06%
26,297
+3,972
94
$4.13M 0.06%
10,835
+41
95
$4M 0.06%
22,776
96
$3.92M 0.06%
77,668
-1,100
97
$3.81M 0.06%
57,081
-2,039
98
$3.61M 0.05%
2,068
-2,050
99
$3.54M 0.05%
32,950
-117
100
$3.49M 0.05%
133,324
-1,058,558
2 3
4
5 6