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
1
$398M 6.92%
2,027,146
-63,770
2
$230M 3.99%
1,123,815
-39,432
3
$225M 3.91%
4,733,642
-107,028
4
$215M 3.74%
1,275,613
-15,665
5
$212M 3.69%
2,866,915
-71,102
6
$211M 3.67%
1,465,992
+32,081
7
$185M 3.2%
2,110,153
-6,555
8
$185M 3.2%
968,814
-6,887
9
$179M 3.11%
1,334,727
-54,527
10
$166M 2.88%
1,680,276
+59,600
11
$164M 2.84%
2,002,363
-27,280
12
$146M 2.54%
1,174,970
-9,446
13
$140M 2.43%
1,774,663
+12,622
14
$137M 2.37%
2,418,740
+62,260
15
$126M 2.18%
2,062,455
-44,298
16
$120M 2.08%
2,249,669
-10,400
17
$104M 1.81%
1,882,223
+2,413
18
$99.2M 1.72%
424,472
+276,329
19
$96.8M 1.68%
1,218,235
-1,316
20
$95.7M 1.66%
2,068,040
-34,580
21
$92.9M 1.61%
1,440,270
-3,764
22
$85.4M 1.48%
644,527
-5,335
23
$85M 1.48%
1,311,429
-86,005
24
$84.9M 1.47%
1,738,398
-38,831
25
$81.1M 1.41%
821,053
+119,541
1
2 3 4 5