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
201
$491K 0.01%
13,147
-9,419
202
$483K 0.01%
3,815
203
$477K 0.01%
1,034
-35
204
$477K 0.01%
2,290
+41
205
$455K 0.01%
2,230
206
$453K 0.01%
2,005
207
$452K 0.01%
7,002
208
$436K 0.01%
+5,250
209
$434K 0.01%
34,432
+150
210
$424K ﹤0.01%
9,030
211
$419K ﹤0.01%
8,375
-145
212
$409K ﹤0.01%
4,092
213
$409K ﹤0.01%
3,902
214
$407K ﹤0.01%
21,145
-5,857
215
$402K ﹤0.01%
10,586
-837
216
$399K ﹤0.01%
3,136
-351
217
$394K ﹤0.01%
1,965
218
$392K ﹤0.01%
4,534
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219
$392K ﹤0.01%
6,233
220
$385K ﹤0.01%
2,552
221
$384K ﹤0.01%
1,155
222
$384K ﹤0.01%
19,061
+950
223
$380K ﹤0.01%
+5,600
224
$379K ﹤0.01%
567
-89
225
$374K ﹤0.01%
2,832
-181
7 8
9
10 11