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
276
$173K ﹤0.01%
10,928
-698
277
$170K ﹤0.01%
1,800
278
$169K ﹤0.01%
15,536
279
$168K ﹤0.01%
3,450
280
$167K ﹤0.01%
3,475
281
$167K ﹤0.01%
6,784
-217
282
$165K ﹤0.01%
6,400
283
– –
0
284
$163K ﹤0.01%
1,619
285
$160K ﹤0.01%
2,467
286
$158K ﹤0.01%
3,300
287
$156K ﹤0.01%
430
288
$155K ﹤0.01%
1,100
289
$154K ﹤0.01%
1,914
-59
290
$153K ﹤0.01%
2,843
-12
291
$151K ﹤0.01%
960
292
$149K ﹤0.01%
4,068
+642
293
$148K ﹤0.01%
6,000
294
$148K ﹤0.01%
10,875
-675
295
$147K ﹤0.01%
2,295
-1,005
296
$146K ﹤0.01%
2,750
297
$146K ﹤0.01%
2,274
298
$144K ﹤0.01%
1,650
299
$143K ﹤0.01%
5,857
-64
300
$143K ﹤0.01%
1,610
+600
10 11
12
13 14