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
176
$585K 0.01%
44,084
-333
177
$585K 0.01%
2,532
+85
178
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7,449
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179
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8,461
+2,500
180
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181
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13,200
182
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3,180
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183
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41,785
184
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1,885
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185
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186
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16,000
187
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188
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4,463
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189
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190
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6,810
191
$443K 0.01%
9,124
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192
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193
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3,121
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194
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3,335
195
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6,357
196
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5,500
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197
$428K 0.01%
9,460
198
$419K 0.01%
7,155
+6,155
199
$418K 0.01%
9,884
-1,455
200
$407K 0.01%
5,026
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