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
276
$190K ﹤0.01%
2,643
277
$183K ﹤0.01%
1,650
278
$181K ﹤0.01%
3,500
279
$174K ﹤0.01%
2,005
280
$171K ﹤0.01%
2,565
-70
281
$166K ﹤0.01%
18,300
282
$166K ﹤0.01%
1,825
283
$164K ﹤0.01%
9,602
284
$162K ﹤0.01%
1,500
285
$160K ﹤0.01%
2,022
286
$158K ﹤0.01%
3,265
287
$156K ﹤0.01%
4,598
288
$155K ﹤0.01%
2,917
289
$152K ﹤0.01%
1,500
290
$150K ﹤0.01%
6,400
291
$149K ﹤0.01%
978
292
$149K ﹤0.01%
2,200
293
$148K ﹤0.01%
2,950
294
$148K ﹤0.01%
1,000
295
$148K ﹤0.01%
4,115
-35
296
$147K ﹤0.01%
14,839
297
$146K ﹤0.01%
755
298
$145K ﹤0.01%
3,335
-1,060
299
$145K ﹤0.01%
1,800
300
$145K ﹤0.01%
2,000
10 11
12
13 14