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
$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
1
$463M 7.04%
1,966,346
-23,096
2
$305M 4.64%
1,549,414
-3,072
3
$278M 4.23%
1,064,871
-21,041
4
$250M 3.8%
1,264,993
-5,970
5
$247M 3.76%
2,113,391
-14,786
6
$243M 3.69%
2,749,378
-52,778
7
$238M 3.62%
4,472,143
-39,030
8
$233M 3.54%
1,973,182
+134,672
9
$231M 3.52%
1,204,643
+152,398
10
$200M 3.05%
1,254,943
-22,159
11
$172M 2.61%
1,919,217
-20,301
12
$170M 2.59%
900,333
+10,900
13
$155M 2.36%
2,642,380
+83,860
14
$154M 2.35%
2,168,194
-26,619
15
$154M 2.35%
1,931,040
-68,104
16
$149M 2.27%
612,338
+70,026
17
$121M 1.84%
1,268,918
+41,504
18
$118M 1.8%
1,631,764
-154,823
19
$115M 1.75%
1,551,733
-54,464
20
$111M 1.7%
1,931,245
+15,399
21
$104M 1.59%
667,457
+10,620
22
$102M 1.55%
2,142,856
+58,000
23
$98.6M 1.5%
1,405,014
-27,672
24
$94.8M 1.44%
1,064,220
+473,640
25
$86M 1.31%
774,643
+88,459
1
2 3 4 5