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
126
$1.54M 0.02%
3,739
+9
127
$1.54M 0.02%
11,209
-304
128
$1.5M 0.02%
19,671
-5,046
129
$1.48M 0.02%
8,194
-133
130
$1.42M 0.02%
4,148
131
$1.42M 0.02%
7,295
132
$1.4M 0.02%
4,065
+81
133
$1.38M 0.02%
6,502
+18
134
$1.34M 0.02%
3,757
+150
135
$1.33M 0.02%
9,106
+7,000
136
$1.32M 0.02%
20,580
-30
137
$1.32M 0.02%
8,661
-1,839
138
$1.31M 0.02%
16,000
139
$1.29M 0.01%
7,734
140
$1.26M 0.01%
30,948
-4,782
141
$1.26M 0.01%
5,555
-1,633
142
$1.25M 0.01%
3,535
143
$1.21M 0.01%
17,332
144
$1.15M 0.01%
13,827
-2,801
145
$1.14M 0.01%
39,772
146
$1.09M 0.01%
715
-200
147
$1.08M 0.01%
20,976
+199
148
$1.07M 0.01%
20,045
+11,720
149
$1.04M 0.01%
16,256
150
$1.04M 0.01%
27,549
-6,670
4 5
6
7 8