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
176
$676K 0.01%
5,000
-200
177
$668K 0.01%
1,950
178
$636K 0.01%
3,354
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179
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180
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1,142
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9,533
-1,560
182
$611K 0.01%
5,459
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183
$610K 0.01%
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184
$606K 0.01%
22,470
185
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15,564
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186
$603K 0.01%
17,447
-5,500
187
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188
$586K 0.01%
17,150
-6,000
189
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2,665
190
$579K 0.01%
60,593
191
$579K 0.01%
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192
$567K 0.01%
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193
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194
$560K 0.01%
12,543
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195
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15,650
196
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7,815
197
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1,449
198
$515K 0.01%
7,201
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199
$498K 0.01%
6,950
200
$496K 0.01%
3,695
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