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
151
$1M 0.02%
11,521
-3,658
152
$975K 0.02%
3,933
+3,628
153
$921K 0.02%
6,744
+1,042
154
$914K 0.02%
22,085
-70
155
$898K 0.02%
26,140
-3,402
156
$890K 0.02%
15,945
+6,852
157
$873K 0.02%
6,420
158
$872K 0.02%
11,741
-275
159
$833K 0.02%
18,312
+390
160
$801K 0.02%
17,055
-1,500
161
$792K 0.02%
19,408
+155
162
$790K 0.02%
26,425
+1,663
163
$775K 0.02%
6,991
-160
164
$698K 0.02%
27,500
165
$692K 0.02%
23,244
-180
166
$674K 0.02%
11,894
-2
167
$667K 0.02%
12,452
168
$662K 0.02%
6,910
169
$646K 0.01%
19,820
-500
170
$626K 0.01%
8,523
171
$617K 0.01%
15,303
-336
172
$610K 0.01%
9,205
173
$593K 0.01%
9,095
+8,350
174
$592K 0.01%
10,830
175
$592K 0.01%
5,065
5 6
7
8 9