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
301
$144K ﹤0.01%
1,220
302
$144K ﹤0.01%
6,400
-72
303
$144K ﹤0.01%
5,000
304
$144K ﹤0.01%
1,034
305
$143K ﹤0.01%
3,375
-40
306
$143K ﹤0.01%
3,000
307
$141K ﹤0.01%
4,700
-5,685
308
$140K ﹤0.01%
1,409
-55
309
$139K ﹤0.01%
1,500
+500
310
$138K ﹤0.01%
840
311
$136K ﹤0.01%
2,130
312
$135K ﹤0.01%
2,400
+1,200
313
$134K ﹤0.01%
2,127
314
$133K ﹤0.01%
+3,000
315
$133K ﹤0.01%
3,295
316
$132K ﹤0.01%
9,025
317
$131K ﹤0.01%
4,900
+700
318
$130K ﹤0.01%
409
-125
319
$129K ﹤0.01%
2,475
320
$128K ﹤0.01%
680
-795
321
$128K ﹤0.01%
8,025
-5,207
322
$125K ﹤0.01%
725
323
$125K ﹤0.01%
4,065
324
$124K ﹤0.01%
950
325
$124K ﹤0.01%
2,315
+180
11 12
13
14 15