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
126
$1.59M 0.04%
28,683
-2,496
127
$1.58M 0.04%
28,709
128
$1.55M 0.04%
13,225
129
$1.48M 0.03%
45,268
+6,311
130
$1.47M 0.03%
248,910
-437,431
131
$1.46M 0.03%
45,859
+343
132
$1.42M 0.03%
22,327
133
$1.4M 0.03%
57,155
-37,278
134
$1.32M 0.03%
6,318
-2,310
135
$1.3M 0.03%
6
-1
136
$1.3M 0.03%
10,279
137
$1.28M 0.03%
12,417
-6,755
138
$1.24M 0.03%
112,212
139
$1.21M 0.03%
17,378
-78
140
$1.16M 0.03%
929
141
$1.16M 0.03%
13,940
142
$1.14M 0.03%
7,500
143
$1.13M 0.03%
9,750
144
$1.07M 0.02%
8,266
145
$1.06M 0.02%
6,780
+165
146
$1.06M 0.02%
58,425
147
$1.05M 0.02%
18,839
148
$1.05M 0.02%
17,655
149
$1.03M 0.02%
4,749
150
$1.02M 0.02%
16,824
-975
4 5
6
7 8