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
301
$140K ﹤0.01%
4,598
302
$140K ﹤0.01%
19,855
303
$139K ﹤0.01%
16,400
-2,600
304
$138K ﹤0.01%
5,000
305
$137K ﹤0.01%
2,600
306
$137K ﹤0.01%
13,930
-400
307
$132K ﹤0.01%
1,550
308
$132K ﹤0.01%
2,000
309
$132K ﹤0.01%
3,015
310
$129K ﹤0.01%
1,675
-1,700
311
$128K ﹤0.01%
7,987
312
$127K ﹤0.01%
1,500
313
$125K ﹤0.01%
4,325
314
$125K ﹤0.01%
1,741
315
$123K ﹤0.01%
4,020
-35
316
$119K ﹤0.01%
1,630
317
$119K ﹤0.01%
4,069
-322
318
$118K ﹤0.01%
6,009
319
$115K ﹤0.01%
1,105
-1,250
320
$112K ﹤0.01%
2,976
-1,075
321
$111K ﹤0.01%
1,200
322
$110K ﹤0.01%
+1,240
323
$109K ﹤0.01%
3,000
324
$108K ﹤0.01%
14,839
+2,710
325
$107K ﹤0.01%
6,400
11 12
13
14 15