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
$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
1
$202M 4.64%
5,230,964
-67,616
2
$193M 4.44%
2,193,261
-17,601
3
$179M 4.12%
3,299,464
-199,248
4
$161M 3.71%
1,347,706
-4,314
5
$151M 3.47%
2,226,304
+68,729
6
$143M 3.29%
1,282,968
-26,348
7
$136M 3.13%
1,482,618
-11,572
8
$132M 3.04%
2,574,496
-88,494
9
$129M 2.97%
1,137,031
+12,288
10
$126M 2.91%
2,141,788
+1,067
11
$116M 2.66%
1,581,774
-20,788
12
$97.4M 2.24%
1,038,887
-3,987
13
$96.8M 2.22%
1,690,734
+101,984
14
$92.2M 2.12%
3,429,830
-28,364
15
$91.5M 2.1%
1,910,873
-7,386
16
$89.2M 2.05%
1,562,368
+66,394
17
$86.6M 1.99%
1,903,639
+18,816
18
$86.5M 1.99%
1,036,665
+1,859
19
$80M 1.84%
1,238,973
-20,546
20
$77.5M 1.78%
785,869
+29,583
21
$76.9M 1.77%
1,956,465
+229,763
22
$75.8M 1.74%
674,040
-8,033
23
$74.4M 1.71%
1,453,763
+7,367
24
$74.3M 1.71%
612,472
-7,688
25
$68.7M 1.58%
811,127
+923
1
2 3 4 5