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
326
$139K ﹤0.01%
2,000
327
$137K ﹤0.01%
2,372
328
$135K ﹤0.01%
1,646
-253
329
$133K ﹤0.01%
5,000
-1,270
330
$133K ﹤0.01%
2,200
331
$132K ﹤0.01%
2,600
-15
332
$132K ﹤0.01%
605
333
$131K ﹤0.01%
970
-40
334
$131K ﹤0.01%
1,900
335
$131K ﹤0.01%
16,955
+325
336
$130K ﹤0.01%
2,022
-40
337
$128K ﹤0.01%
1,741
-13
338
$127K ﹤0.01%
1,339
339
$126K ﹤0.01%
+1,260
340
$125K ﹤0.01%
4,065
-30
341
$123K ﹤0.01%
3,330
342
$123K ﹤0.01%
820
+195
343
$122K ﹤0.01%
2,158
344
$122K ﹤0.01%
1,209
345
$122K ﹤0.01%
8,000
346
$120K ﹤0.01%
1,560
-500
347
$119K ﹤0.01%
1,690
-285
348
$118K ﹤0.01%
3,135
349
$116K ﹤0.01%
1,014
350
$116K ﹤0.01%
1,300
12 13
14
15 16