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
251
$256K 0.01%
3,705
+500
252
$256K 0.01%
9,620
-1,500
253
$250K 0.01%
825
-175
254
$250K 0.01%
4,680
255
$248K 0.01%
+11,000
256
$245K 0.01%
16,393
257
$243K 0.01%
15,385
258
$237K 0.01%
7,450
-584
259
$233K 0.01%
12,772
-17,779
260
$231K 0.01%
9,000
261
$228K 0.01%
5,100
262
$227K 0.01%
1,360
-120
263
$222K 0.01%
5,857
264
$222K 0.01%
4,950
265
$220K 0.01%
3,775
266
$216K 0.01%
5,390
-120
267
$216K 0.01%
2,675
-825
268
– –
0
269
$213K 0.01%
16,175
270
$208K 0.01%
11,250
271
$206K 0.01%
3,055
-915
272
$203K 0.01%
11,049
+3,315
273
– –
0
274
$199K 0.01%
3,453
-1,186
275
$198K 0.01%
2,490
9 10
11
12 13