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
301
$174K ﹤0.01%
1,000
-2
302
$170K ﹤0.01%
2,635
-112
303
$166K ﹤0.01%
4,598
304
$165K ﹤0.01%
866
-98
305
$159K ﹤0.01%
2,485
+141
306
$158K ﹤0.01%
1,240
307
$154K ﹤0.01%
978
308
$154K ﹤0.01%
4,960
309
$152K ﹤0.01%
1,500
310
$150K ﹤0.01%
1,900
311
$148K ﹤0.01%
1,500
312
$148K ﹤0.01%
1,554
313
$147K ﹤0.01%
1,800
314
$147K ﹤0.01%
2,800
+1,524
315
$146K ﹤0.01%
5,306
316
$146K ﹤0.01%
3,600
317
$144K ﹤0.01%
3,935
318
$144K ﹤0.01%
840
319
$144K ﹤0.01%
3,000
320
$143K ﹤0.01%
4,470
321
$141K ﹤0.01%
1,375
322
$141K ﹤0.01%
14,839
323
$140K ﹤0.01%
6,400
324
$140K ﹤0.01%
24,300
+3,900
325
$139K ﹤0.01%
819
11 12
13
14 15