LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.76B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$64.6M
2
+$11.8M
3
+$10M
4
TEL icon
TE Connectivity
TEL
+$8.26M
5
MSFT icon
Microsoft
MSFT
+$5.88M

Top Sells

1
+$15.6M
2
+$13.5M
3
+$12.5M
4
WAB icon
Wabtec
WAB
+$11.2M
5
INTU icon
Intuit
INTU
+$8.06M

Sector Composition

1 Technology 28.91%
2 Healthcare 17.76%
3 Financials 10.38%
4 Consumer Discretionary 9.44%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$511K 0.01%
2,505
+2,043
202
$485K 0.01%
2,000
203
$482K 0.01%
2,941
+141
204
$458K 0.01%
20,040
-525
205
$456K 0.01%
3,847
-1,635
206
$443K 0.01%
4,209
-176
207
$443K 0.01%
10,385
-87,910
208
$442K 0.01%
4,480
-113,939
209
$441K 0.01%
11,325
+500
210
$438K 0.01%
3,239
211
$436K 0.01%
8,662
-1,500
212
$430K 0.01%
9,533
213
$424K 0.01%
91,658
-72,350
214
$420K 0.01%
8,990
215
$415K 0.01%
5,400
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216
$413K 0.01%
2,419
-50
217
$413K 0.01%
3,821
-1,030
218
$402K 0.01%
2,580
219
$401K 0.01%
10,000
220
$398K 0.01%
3,750
-153
221
$397K 0.01%
3,020
222
$382K 0.01%
2,019
223
$380K 0.01%
11,684
224
$377K 0.01%
16,602
225
$375K 0.01%
4,400
7 8
9
10 11