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
276
$197K 0.01%
1,800
-925
277
$197K 0.01%
1,855
278
$197K 0.01%
3,508
279
$197K 0.01%
5,434
280
$196K 0.01%
1,000
281
$196K 0.01%
1,057
282
$193K ﹤0.01%
3,779
283
$193K ﹤0.01%
5,350
+650
284
$188K ﹤0.01%
1,964
285
$187K ﹤0.01%
3,503
-400
286
$184K ﹤0.01%
6,400
287
$184K ﹤0.01%
5,387
-300
288
$181K ﹤0.01%
1,550
289
$181K ﹤0.01%
11,949
290
$181K ﹤0.01%
8,644
-8,644
291
$180K ﹤0.01%
1,687
292
$179K ﹤0.01%
4,246
293
$178K ﹤0.01%
13,433
+775
294
$177K ﹤0.01%
6,315
295
$177K ﹤0.01%
2,884
-1,438
296
– –
0
297
$172K ﹤0.01%
1,882
+100
298
$171K ﹤0.01%
22,082
-480
299
$170K ﹤0.01%
475
300
$169K ﹤0.01%
4,039
-600
10 11
12
13 14