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
101
$3.33M 0.06%
21,051
-9,256
102
$3.22M 0.06%
47,612
-14,839
103
$3.15M 0.05%
20,872
-673
104
$3.06M 0.05%
55,202
105
$3.04M 0.05%
9,054
+190
106
$2.87M 0.05%
100,476
-8,025
107
$2.63M 0.05%
14,750
108
$2.55M 0.04%
43,998
+76
109
$2.46M 0.04%
8,473
110
$2.41M 0.04%
18,981
-84
111
$2.4M 0.04%
17,781
-3,534
112
$2.37M 0.04%
53,603
-15,067
113
$2.25M 0.04%
19,561
+405
114
$2.22M 0.04%
64,553
-3,302
115
$2.22M 0.04%
45,308
116
$2.19M 0.04%
15,869
+2,196
117
$2.09M 0.04%
112,212
118
$2.08M 0.04%
40,694
-17,151
119
$2.03M 0.04%
15,198
120
$2.01M 0.03%
13,225
121
$1.98M 0.03%
38,284
+5,873
122
$1.96M 0.03%
14,024
-228
123
$1.94M 0.03%
7,143
+1,856
124
$1.9M 0.03%
24,713
-45,668
125
$1.89M 0.03%
7,465
3 4
5
6 7