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
$3.9B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$11M
3
+$11M
4
AMT icon
American Tower
AMT
+$11M
5
XOM icon
Exxon Mobil
XOM
+$6.59M

Top Sells

1
+$18.5M
2
+$7.82M
3
+$6.46M
4
IBM icon
IBM
IBM
+$6.2M
5
MCD icon
McDonald's
MCD
+$3.26M

Sector Composition

1 Technology 22.14%
2 Healthcare 15.19%
3 Consumer Staples 14.02%
4 Industrials 13.53%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$365K 0.01%
5,819
+1,305
227
$362K 0.01%
1,750
-250
228
$361K 0.01%
5,570
-131
229
$360K 0.01%
6,765
-6,920
230
$358K 0.01%
+20,000
231
$350K 0.01%
11,448
232
$344K 0.01%
+3,000
233
$329K 0.01%
+7,000
234
$326K 0.01%
+15,000
235
$325K 0.01%
4,200
+3,000
236
$321K 0.01%
4,875
237
$319K 0.01%
1,210
238
$311K 0.01%
2,600
239
$308K 0.01%
4,000
240
$302K 0.01%
3,283
241
$301K 0.01%
5,000
242
$300K 0.01%
4,500
243
$298K 0.01%
2,000
244
$296K 0.01%
8,000
245
$283K 0.01%
+10,000
246
$274K 0.01%
10,640
247
$272K 0.01%
2,689
+122
248
– –
0
249
$259K 0.01%
3,319
+1,000
250
$259K 0.01%
4,000
8 9
10
11 12