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
126
$1.67M 0.03%
26,727
-175
127
$1.59M 0.02%
29,269
-8,960
128
$1.58M 0.02%
24,390
+65
129
$1.54M 0.02%
26,814
-4,030
130
$1.53M 0.02%
22,203
-8,685
131
$1.51M 0.02%
5
132
$1.46M 0.02%
15,780
133
$1.46M 0.02%
15,531
+43
134
$1.41M 0.02%
17,095
+3,265
135
$1.41M 0.02%
12,820
-850
136
$1.36M 0.02%
52,710
-900
137
$1.36M 0.02%
7,758
+2,144
138
$1.35M 0.02%
28,204
-1,386
139
$1.29M 0.02%
22,199
-1,600
140
$1.27M 0.02%
16,470
-4,035
141
$1.26M 0.02%
280,680
+14,200
142
$1.22M 0.02%
34,280
+230
143
$1.21M 0.02%
4,875
144
$1.21M 0.02%
11,038
-805
145
$1.19M 0.02%
6,535
-60
146
$1.14M 0.02%
6,343
-465
147
$1.09M 0.02%
6,013
-348
148
$1.09M 0.02%
39,459
+3,154
149
$1.06M 0.02%
15,452
-2,175
150
$1.05M 0.02%
12,850
-2,254
4 5
6
7 8