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
251
$243K ﹤0.01%
5,000
252
$241K ﹤0.01%
2,916
253
$241K ﹤0.01%
1,590
254
$237K ﹤0.01%
2,705
+125
255
$234K ﹤0.01%
8,631
256
$232K ﹤0.01%
5,075
+400
257
$231K ﹤0.01%
9,000
258
$224K ﹤0.01%
2,355
259
$223K ﹤0.01%
839
260
$223K ﹤0.01%
10,261
+5,791
261
– –
0
262
$219K ﹤0.01%
2,879
263
$219K ﹤0.01%
3,000
264
$217K ﹤0.01%
666
265
$210K ﹤0.01%
7,000
266
$208K ﹤0.01%
4,950
267
$206K ﹤0.01%
6,395
268
$204K ﹤0.01%
5,176
-123
269
$204K ﹤0.01%
15,536
270
$202K ﹤0.01%
3,330
271
$199K ﹤0.01%
2,823
272
$199K ﹤0.01%
43,640
-48,018
273
$195K ﹤0.01%
3,546
274
$194K ﹤0.01%
19,000
275
$193K ﹤0.01%
600
9 10
11
12 13