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
101
$2.66M 0.03%
5,803
+1,773
102
$2.58M 0.03%
30,977
-3,315
103
$2.52M 0.03%
16,385
+6,923
104
$2.42M 0.03%
9,521
105
$2.38M 0.03%
9,326
+121
106
$2.37M 0.03%
23,956
107
$2.33M 0.03%
5
-1
108
$2.32M 0.03%
26,465
-1,725
109
$2.26M 0.03%
9,450
110
$2.24M 0.03%
37,125
-3,442
111
$2.16M 0.02%
39,470
-9
112
$2.09M 0.02%
46,167
+705
113
$2.06M 0.02%
26,693
+2,091
114
$1.91M 0.02%
6,884
-200
115
$1.87M 0.02%
4,505
-15
116
$1.84M 0.02%
5,735
-87
117
$1.75M 0.02%
10,577
-85
118
$1.71M 0.02%
7,533
-70
119
$1.66M 0.02%
12,690
+5
120
$1.64M 0.02%
20,596
-1,302
121
$1.62M 0.02%
3,423
122
$1.62M 0.02%
18,928
-330
123
$1.57M 0.02%
137,852
-4,000
124
$1.56M 0.02%
8,527
+4,900
125
$1.55M 0.02%
4,845
3 4
5
6 7