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
326
$123K ﹤0.01%
4,700
-6,625
327
$122K ﹤0.01%
4,085
328
$121K ﹤0.01%
819
329
$121K ﹤0.01%
6,510
-2,125
330
$120K ﹤0.01%
740
331
$119K ﹤0.01%
8,000
332
$118K ﹤0.01%
1,657
-420
333
$117K ﹤0.01%
1,300
334
$116K ﹤0.01%
1,500
335
$115K ﹤0.01%
740
-230
336
$114K ﹤0.01%
3,600
337
$114K ﹤0.01%
2,000
338
$113K ﹤0.01%
2,500
-100
339
$112K ﹤0.01%
6,400
340
$111K ﹤0.01%
1,004
+1,000
341
$111K ﹤0.01%
1,686
342
$107K ﹤0.01%
2,660
343
$106K ﹤0.01%
1,000
344
$105K ﹤0.01%
1,553
345
$104K ﹤0.01%
922
346
$104K ﹤0.01%
1,352
347
$101K ﹤0.01%
1,408
348
$101K ﹤0.01%
900
349
$101K ﹤0.01%
529
-989
350
$100K ﹤0.01%
6,550
12 13
14
15 16