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
301
$167K ﹤0.01%
4,598
302
$167K ﹤0.01%
1,331
+405
303
$167K ﹤0.01%
2,060
304
$164K ﹤0.01%
2,291
+918
305
$164K ﹤0.01%
2,467
-90
306
$161K ﹤0.01%
1,764
+744
307
$159K ﹤0.01%
3,100
308
$157K ﹤0.01%
2,500
309
$156K ﹤0.01%
4,050
+5
310
$155K ﹤0.01%
2,000
311
$154K ﹤0.01%
1,300
312
$152K ﹤0.01%
7,660
+570
313
$152K ﹤0.01%
3,188
314
$149K ﹤0.01%
3,823
315
$147K ﹤0.01%
30,030
-910
316
$145K ﹤0.01%
1,125
317
$141K ﹤0.01%
1,255
-950
318
$140K ﹤0.01%
2,725
319
$139K ﹤0.01%
1,650
320
$137K ﹤0.01%
+2,500
321
$137K ﹤0.01%
2,100
322
$136K ﹤0.01%
2,600
323
$135K ﹤0.01%
1,938
324
$133K ﹤0.01%
1,280
325
$132K ﹤0.01%
1,741
11 12
13
14 15