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
$8.73B
AUM Growth
+$646M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$36.4M
2
+$27.6M
3
+$6.74M
4
ASML icon
ASML
ASML
+$6.52M
5
UNP icon
Union Pacific
UNP
+$4.53M

Top Sells

1
+$29M
2
+$10.3M
3
+$7.05M
4
SYK icon
Stryker
SYK
+$5.36M
5
DIS icon
Walt Disney
DIS
+$5.07M

Sector Composition

1 Technology 35.99%
2 Healthcare 20.09%
3 Financials 10.99%
4 Consumer Discretionary 10.2%
5 Communication Services 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.96M 0.08%
23,723
77
$6.84M 0.08%
27,753
+779
78
$6.07M 0.07%
24,515
-6,598
79
$5.95M 0.07%
31,137
+361
80
$5.89M 0.07%
59,379
+5,102
81
$5.7M 0.07%
27,064
-11,658
82
$4.95M 0.06%
24,263
+6,880
83
$4.82M 0.06%
44,587
+4,671
84
$4.74M 0.05%
28,455
+280
85
$4.41M 0.05%
38,148
-700
86
$4.41M 0.05%
89,760
-228
87
$4.35M 0.05%
20,525
-52
88
$4.24M 0.05%
81,026
+1,546
89
$4.17M 0.05%
20,101
-1,189
90
$4.03M 0.05%
9,758
+205
91
$3.97M 0.05%
34,646
-2,166
92
$3.94M 0.05%
120,750
-4,562
93
$3.84M 0.04%
25,481
-60
94
$3.8M 0.04%
73,230
-2,672
95
$3.7M 0.04%
53,365
-1,287
96
$3.61M 0.04%
46,794
-477
97
$3.33M 0.04%
81,620
+651
98
$3.13M 0.04%
7,637
-506
99
$2.9M 0.03%
40,382
-1,398
100
$2.7M 0.03%
11,041
-3,825
2 3
4
5 6