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
101
$3.66M 0.08%
127,485
-494
102
$3.65M 0.08%
83,626
-1,161
103
$3.5M 0.08%
54,013
+2,010
104
$3.28M 0.08%
69,384
+280
105
$3.22M 0.07%
22,209
-784
106
$3.15M 0.07%
67,141
+1,290
107
$3.02M 0.07%
70,460
+1,760
108
$2.89M 0.07%
27,770
-13,830
109
$2.78M 0.06%
83,114
+11,380
110
$2.76M 0.06%
24,001
-1,216
111
$2.66M 0.06%
109,341
-4,353
112
$2.59M 0.06%
105,532
113
$2.33M 0.05%
59,721
-262
114
$2.23M 0.05%
26,135
+60
115
$2.13M 0.05%
30,921
+3,800
116
$2.11M 0.05%
26,687
+193
117
$1.91M 0.04%
24,128
+3,153
118
$1.88M 0.04%
25,514
+4,320
119
$1.87M 0.04%
7,734
120
$1.87M 0.04%
28,840
121
$1.83M 0.04%
21,550
-737
122
$1.76M 0.04%
54,130
+3,940
123
$1.76M 0.04%
18,243
-550
124
$1.75M 0.04%
31,435
-5,810
125
$1.61M 0.04%
11,902
-1,800
3 4
5
6 7