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
$6.31B
AUM Growth
+$553M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$16.5M
3
+$15.9M
4
MSFT icon
Microsoft
MSFT
+$9.91M
5
AMT icon
American Tower
AMT
+$9.78M

Top Sells

1
+$11.1M
2
+$10M
3
+$8.87M
4
AYI icon
Acuity Brands
AYI
+$6.85M
5
SBUX icon
Starbucks
SBUX
+$6.39M

Sector Composition

1 Technology 30.1%
2 Healthcare 18.05%
3 Financials 10.56%
4 Consumer Discretionary 9.68%
5 Consumer Staples 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$338K 0.01%
9,400
-24,035
227
$333K 0.01%
5,170
228
$332K 0.01%
5,466
-417
229
$328K 0.01%
757
230
$327K 0.01%
7,500
-346
231
$326K 0.01%
14,075
-1,300
232
$324K 0.01%
4,339
233
$311K ﹤0.01%
1,135
234
$300K ﹤0.01%
1,800
235
$297K ﹤0.01%
6,311
-145
236
$284K ﹤0.01%
9,700
237
$280K ﹤0.01%
595
238
$277K ﹤0.01%
8,400
239
$272K ﹤0.01%
5,715
-3,275
240
$267K ﹤0.01%
6,766
241
$265K ﹤0.01%
921
242
$264K ﹤0.01%
2,575
-208
243
$263K ﹤0.01%
6,805
-1,400
244
$257K ﹤0.01%
13,107
245
$253K ﹤0.01%
20,980
246
$253K ﹤0.01%
1,400
247
$252K ﹤0.01%
1,550
-500
248
$251K ﹤0.01%
4,876
249
$249K ﹤0.01%
3,300
250
$246K ﹤0.01%
15,102
-1,500
8 9
10
11 12