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
$6.58B
AUM Growth
+$1.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$42.2M
2
+$29.3M
3
+$17.1M
4
ADBE icon
Adobe
ADBE
+$16.6M
5
MSFT icon
Microsoft
MSFT
+$15.9M

Top Sells

1
+$62.7M
2
+$27.7M
3
+$13.5M
4
CTSH icon
Cognizant
CTSH
+$11.2M
5
CMI icon
Cummins
CMI
+$7.82M

Sector Composition

1 Technology 31.73%
2 Healthcare 16.94%
3 Financials 11.08%
4 Consumer Discretionary 10.18%
5 Consumer Staples 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$425K 0.01%
17,931
-187
202
$416K 0.01%
2,297
-57
203
$415K 0.01%
2,519
-1,931
204
$408K 0.01%
3,347
-100
205
$400K 0.01%
24,900
-22,160
206
$396K 0.01%
21,210
+1,740
207
$396K 0.01%
3,418
208
$388K 0.01%
10,103
209
$385K 0.01%
900
-30
210
$384K 0.01%
10,000
211
$371K 0.01%
4,838
+13
212
$361K 0.01%
5,176
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213
$356K 0.01%
3,906
-7,219
214
$330K 0.01%
2,950
-800
215
$329K 0.01%
2,820
+25
216
$328K 0.01%
1,865
-1,516
217
$328K 0.01%
1,113
218
$319K ﹤0.01%
3,020
219
$316K ﹤0.01%
6,311
220
$312K ﹤0.01%
2,047
+18
221
$308K ﹤0.01%
7,500
222
$303K ﹤0.01%
15,700
223
$297K ﹤0.01%
1,800
224
$297K ﹤0.01%
5,466
225
$296K ﹤0.01%
5,962
7 8
9
10 11