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
326
$132K ﹤0.01%
2,100
327
$131K ﹤0.01%
3,042
-2,734
328
$131K ﹤0.01%
5,851
329
$128K ﹤0.01%
3,305
330
$127K ﹤0.01%
2,000
331
$126K ﹤0.01%
3,252
-282
332
$126K ﹤0.01%
2,000
333
$125K ﹤0.01%
15,536
334
$124K ﹤0.01%
7,148
-450
335
$122K ﹤0.01%
5,779
-4,464
336
$121K ﹤0.01%
775
337
$121K ﹤0.01%
11,298
-323
338
$118K ﹤0.01%
1,460
339
$118K ﹤0.01%
1,358
340
$117K ﹤0.01%
6,484
341
$116K ﹤0.01%
1,400
342
$114K ﹤0.01%
1,800
343
$114K ﹤0.01%
2,064
344
$113K ﹤0.01%
2,766
-1,101
345
$112K ﹤0.01%
4,209
-833
346
$111K ﹤0.01%
140
347
$110K ﹤0.01%
3,154
+820
348
$109K ﹤0.01%
1,841
349
$109K ﹤0.01%
4,325
-15,099
350
$109K ﹤0.01%
+912
12 13
14
15 16