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
$5.45B
AUM Growth
+$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$8.04M
3
+$6.93M
4
ADBE icon
Adobe
ADBE
+$3.69M
5
AYI icon
Acuity Brands
AYI
+$3.59M

Top Sells

1
+$9.56M
2
+$7.42M
3
+$4.65M
4
MA icon
Mastercard
MA
+$4.59M
5
GILD icon
Gilead Sciences
GILD
+$4.08M

Sector Composition

1 Technology 25.73%
2 Healthcare 17.8%
3 Consumer Staples 10.65%
4 Financials 9.43%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$368K 0.01%
+6,655
227
$364K 0.01%
2,469
228
$360K 0.01%
3,418
229
$353K 0.01%
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-201
230
$349K 0.01%
16,602
231
$349K 0.01%
2,019
232
$348K 0.01%
18,150
233
$332K 0.01%
7,572
234
$314K 0.01%
+68,650
235
$314K 0.01%
3,020
-265
236
$309K 0.01%
4,579
-155
237
$306K 0.01%
595
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238
$305K 0.01%
8,305
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239
$305K 0.01%
8,400
240
$303K 0.01%
2,050
241
$287K 0.01%
2,570
242
$286K 0.01%
5,170
243
$285K 0.01%
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244
$283K 0.01%
7,474
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245
$280K 0.01%
745
246
$278K 0.01%
4,339
-175
247
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4,226
-41
248
$271K 0.01%
12,425
249
$267K ﹤0.01%
5,329
250
$263K ﹤0.01%
+7,000
8 9
10
11 12