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
251
$261K ﹤0.01%
3,078
-200
252
$251K ﹤0.01%
24,400
253
$250K ﹤0.01%
10,103
-2,210
254
$249K ﹤0.01%
13,107
255
$248K ﹤0.01%
2,943
+102
256
$248K ﹤0.01%
1,050
257
$243K ﹤0.01%
19,000
258
$240K ﹤0.01%
8,631
259
$238K ﹤0.01%
16,602
-2,500
260
$235K ﹤0.01%
11,229
+11,226
261
$235K ﹤0.01%
3,000
262
$234K ﹤0.01%
6,395
-4,085
263
$233K ﹤0.01%
2,866
264
$233K ﹤0.01%
1,800
265
$233K ﹤0.01%
7,082
266
$232K ﹤0.01%
9,000
267
$231K ﹤0.01%
13,232
268
$231K ﹤0.01%
4,876
269
$229K ﹤0.01%
4,241
-5
270
$221K ﹤0.01%
3,395
271
$220K ﹤0.01%
3,265
272
$218K ﹤0.01%
2,755
-400
273
$218K ﹤0.01%
1,400
274
$218K ﹤0.01%
3,975
-130
275
$218K ﹤0.01%
7,400
9 10
11
12 13