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
151
$1.04M 0.01%
27,166
-1,097
152
$1.03M 0.01%
6,249
-2
153
$999K 0.01%
5,150
-396
154
$995K 0.01%
755
155
$993K 0.01%
6,433
156
$961K 0.01%
13,430
+28
157
$890K 0.01%
8,984
158
$879K 0.01%
10,091
+396
159
$857K 0.01%
323
160
$831K 0.01%
17,025
+5,408
161
$830K 0.01%
9,440
-4,038
162
$826K 0.01%
4,442
163
$819K 0.01%
12,147
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164
$816K 0.01%
8,870
-1,175
165
$802K 0.01%
10,567
166
$801K 0.01%
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167
$799K 0.01%
2,611
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168
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10,073
-24
169
$746K 0.01%
2,920
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170
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1,031
-108
171
$726K 0.01%
8,834
172
$725K 0.01%
4,778
-412
173
$715K 0.01%
4,007
174
$703K 0.01%
19,913
-900
175
$693K 0.01%
9,066
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7
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