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
151
$1.16M 0.02%
11,843
-1,800
152
$1.16M 0.02%
6,011
153
$1.15M 0.02%
40,887
-1,774
154
$1.15M 0.02%
17,676
-3,603
155
$1.13M 0.02%
15,488
-3,955
156
$1.06M 0.02%
22,363
-4,937
157
$1.03M 0.02%
31,094
158
$1.01M 0.02%
12,140
-3,138
159
$989K 0.02%
17,021
-1,020
160
$957K 0.02%
2,695
-456
161
$957K 0.02%
8,894
162
$956K 0.02%
39,423
-751
163
$931K 0.02%
12,232
-760
164
$912K 0.02%
4,605
165
$910K 0.02%
20,000
-7,500
166
$910K 0.02%
30,819
167
$908K 0.02%
13,002
168
$902K 0.02%
20,895
-975
169
$883K 0.02%
48,435
-4,350
170
$877K 0.02%
38,945
171
$874K 0.02%
93,140
172
$846K 0.01%
12,011
-180
173
$840K 0.01%
23,044
174
$808K 0.01%
4,749
175
$791K 0.01%
8,030
5 6
7
8 9