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
201
$401K 0.01%
32,632
-522
202
$392K 0.01%
7,363
+338
203
$384K 0.01%
6,900
-90
204
$379K 0.01%
6,530
-2,070
205
$370K 0.01%
3,690
206
$370K 0.01%
2,065
207
$360K 0.01%
4,201
+2,266
208
$359K 0.01%
11,128
209
$347K 0.01%
4,400
+3,500
210
$343K 0.01%
2,680
-360
211
$343K 0.01%
18,275
212
$342K 0.01%
32,169
+24,426
213
$338K 0.01%
925
214
$328K 0.01%
6,200
215
$328K 0.01%
9,533
216
$328K 0.01%
+10,000
217
$313K 0.01%
7,288
+4,100
218
$309K 0.01%
2,691
219
$309K 0.01%
13,300
220
$306K 0.01%
2,830
221
$306K 0.01%
3,401
222
$306K 0.01%
5,672
+4,800
223
$305K 0.01%
8,448
224
$303K 0.01%
1,775
225
$302K 0.01%
2,000
7 8
9
10 11