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
101
$3.44M 0.05%
18,427
-945
102
$3.41M 0.05%
39,577
-4,638
103
$3.34M 0.05%
102,849
+30
104
$3.27M 0.05%
90,084
-3,902
105
$3.26M 0.05%
43,318
-6,810
106
$2.99M 0.05%
20,875
107
$2.9M 0.04%
17,723
-26,099
108
$2.77M 0.04%
76,448
+20,663
109
$2.48M 0.04%
47,008
-1,060
110
$2.44M 0.04%
60,609
-7,199
111
$2.36M 0.04%
31,408
-6,252
112
$2.31M 0.04%
44,699
-1,458
113
$2.21M 0.03%
45,716
-8,946
114
$2.13M 0.03%
13,292
-35
115
$2.11M 0.03%
6,978
+15
116
$2.08M 0.03%
13,225
117
$2.04M 0.03%
19,656
+471
118
$2.03M 0.03%
102,640
119
$1.98M 0.03%
8,373
-54
120
$1.96M 0.03%
10,302
121
$1.83M 0.03%
6,471
-1,553
122
$1.72M 0.03%
12,763
-2,285
123
$1.72M 0.03%
119,157
124
$1.71M 0.03%
42,657
-45
125
$1.7M 0.03%
7,024
+30
3 4
5
6 7