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
276
$218K ﹤0.01%
5,632
277
$217K ﹤0.01%
4,726
278
$216K ﹤0.01%
4,500
279
$214K ﹤0.01%
2,625
280
$211K ﹤0.01%
3,300
281
$207K ﹤0.01%
2,000
+290
282
$207K ﹤0.01%
976
+10
283
$206K ﹤0.01%
15,536
284
$204K ﹤0.01%
3,582
285
$202K ﹤0.01%
10,435
-6,640
286
$202K ﹤0.01%
657
-165
287
$197K ﹤0.01%
2,643
-440
288
$196K ﹤0.01%
4,950
289
$196K ﹤0.01%
3,546
290
$192K ﹤0.01%
1,407
291
$189K ﹤0.01%
6,129
-2,587
292
$185K ﹤0.01%
6,472
293
$185K ﹤0.01%
839
294
$185K ﹤0.01%
9,868
-2
295
$184K ﹤0.01%
13,300
296
$183K ﹤0.01%
2,200
297
$180K ﹤0.01%
1,383
298
$180K ﹤0.01%
2,642
-508
299
$176K ﹤0.01%
3,367
300
$175K ﹤0.01%
1,650
10 11
12
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