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
126
$1.88M 0.03%
15,375
-720
127
$1.85M 0.03%
27,613
-4,191
128
$1.85M 0.03%
26,699
-5,446
129
$1.81M 0.03%
31,958
130
$1.8M 0.03%
6,650
-95
131
$1.76M 0.03%
31,854
-1,946
132
$1.69M 0.03%
6
133
$1.65M 0.03%
10,365
+2,268
134
$1.64M 0.03%
12,053
+10,558
135
$1.55M 0.03%
15,780
136
$1.54M 0.03%
23,025
-1,025
137
$1.47M 0.03%
7,041
-195
138
$1.41M 0.02%
7,590
+500
139
$1.41M 0.02%
42,876
-3,467
140
$1.38M 0.02%
3,525
+1,050
141
$1.37M 0.02%
13,515
-58
142
$1.34M 0.02%
42,223
143
$1.31M 0.02%
23,485
-155
144
$1.29M 0.02%
25,624
-1,000
145
$1.29M 0.02%
33,435
-4,705
146
$1.28M 0.02%
8,465
-1,535
147
$1.24M 0.02%
209,880
+62,120
148
$1.22M 0.02%
14,645
+5,055
149
$1.17M 0.02%
11,367
150
$1.17M 0.02%
6,808
4 5
6
7 8