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
$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
1
$599M 6.86%
1,646,983
-19,409
2
$585M 6.71%
2,030,498
-16,560
3
$440M 5.04%
987,109
-1,953
4
$434M 4.97%
1,940,531
-10,740
5
$380M 4.36%
1,332,389
-18,759
6
$339M 3.89%
3,003,441
-6,988
7
$318M 3.64%
3,061,280
+2,665
8
$305M 3.5%
1,492,742
+6,132
9
$300M 3.43%
519,883
+789
10
$274M 3.13%
1,659,026
-18,521
11
$224M 2.56%
580,430
+3,551
12
$218M 2.49%
2,107,057
+32,047
13
$211M 2.41%
692,655
-4,862
14
$209M 2.4%
2,672,169
-48,512
15
$193M 2.22%
1,037,485
-9,107
16
$180M 2.07%
1,780,552
-6,782
17
$176M 2.02%
1,491,198
+8,443
18
$163M 1.87%
1,423,439
+58,838
19
$152M 1.74%
682,345
-4,219
20
$148M 1.7%
319,257
-10,640
21
$143M 1.64%
636,341
-8,784
22
$133M 1.53%
725,522
+150,220
23
$131M 1.5%
1,480,472
-6,710
24
$124M 1.42%
249,460
+2,159
25
$123M 1.41%
1,002,639
-25,344
1
2 3 4 5