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
151
$1.05M 0.02%
7,466
-860
152
$1.03M 0.02%
20,777
-6,901
153
$1.03M 0.02%
24,749
154
$1.01M 0.02%
31,094
155
$944K 0.01%
8,429
156
$939K 0.01%
7,220
157
$934K 0.01%
10,795
158
$908K 0.01%
13,002
159
$906K 0.01%
16,900
-50
160
$901K 0.01%
8,951
161
$881K 0.01%
12,386
+375
162
$865K 0.01%
4,749
163
$860K 0.01%
17,850
164
$845K 0.01%
10,527
-65
165
$818K 0.01%
16,395
-17
166
$818K 0.01%
9,052
-560
167
$791K 0.01%
2,290
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168
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10,210
169
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11,515
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170
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16,700
171
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1,000
172
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6,315
+120
173
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16,639
-4,315
174
$701K 0.01%
18,495
+325
175
$700K 0.01%
18,938
-21,723
5 6
7
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