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
326
$107K ﹤0.01%
2,200
-2,600
327
$104K ﹤0.01%
6,400
328
$104K ﹤0.01%
2,771
329
$104K ﹤0.01%
4,320
330
$102K ﹤0.01%
1,100
331
$102K ﹤0.01%
3,093
-423
332
$101K ﹤0.01%
3,323
333
$100K ﹤0.01%
2,450
334
$99K ﹤0.01%
3,000
335
$98K ﹤0.01%
840
336
$98K ﹤0.01%
245
337
$97K ﹤0.01%
9,059
338
$95K ﹤0.01%
3,330
339
$95K ﹤0.01%
3,700
340
$94K ﹤0.01%
3,163
-83
341
$93K ﹤0.01%
1,200
342
$93K ﹤0.01%
725
343
$92K ﹤0.01%
22,000
344
$90K ﹤0.01%
900
345
$89K ﹤0.01%
2,127
346
$88K ﹤0.01%
1,235
-606
347
$86K ﹤0.01%
+2,180
348
$85K ﹤0.01%
890
-420
349
$85K ﹤0.01%
3,663
350
$84K ﹤0.01%
2,100
12 13
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