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
$4.37B
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$31.6M
3
+$10.3M
4
GILD icon
Gilead Sciences
GILD
+$6.78M
5
AMT icon
American Tower
AMT
+$6.04M

Top Sells

1
+$86.6M
2
+$36.5M
3
+$18.9M
4
FISV
Fiserv Inc
FISV
+$4.67M
5
CHD icon
Church & Dwight Co
CHD
+$3.04M

Sector Composition

1 Technology 21.62%
2 Healthcare 18.51%
3 Consumer Staples 13.66%
4 Consumer Discretionary 9.87%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$228K 0.01%
24,400
252
– –
0
253
$224K 0.01%
4,435
254
$223K 0.01%
2,105
255
$222K 0.01%
5,200
-200
256
$212K ﹤0.01%
3,695
+3,550
257
$209K ﹤0.01%
5,632
258
$208K ﹤0.01%
13,232
259
$205K ﹤0.01%
5,231
-650
260
$199K ﹤0.01%
4,165
261
$196K ﹤0.01%
+4,960
262
$193K ﹤0.01%
2,480
263
$193K ﹤0.01%
4,950
264
$192K ﹤0.01%
2,644
-240
265
$189K ﹤0.01%
1,550
266
$188K ﹤0.01%
4,875
267
$187K ﹤0.01%
1,375
268
$186K ﹤0.01%
2,766
269
$183K ﹤0.01%
6,484
270
– –
0
271
$181K ﹤0.01%
4,680
272
$181K ﹤0.01%
3,975
273
$178K ﹤0.01%
3,415
274
$177K ﹤0.01%
+3,625
275
$176K ﹤0.01%
1,400
9 10
11
12 13