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
351
$109K ﹤0.01%
745
352
$107K ﹤0.01%
1,000
353
$106K ﹤0.01%
800
354
$106K ﹤0.01%
840
355
$105K ﹤0.01%
2,005
356
$103K ﹤0.01%
1,825
357
$101K ﹤0.01%
1,500
358
$101K ﹤0.01%
1,800
359
$101K ﹤0.01%
26
360
$100K ﹤0.01%
3,000
361
$100K ﹤0.01%
+1,232
362
$99K ﹤0.01%
1,100
363
$99K ﹤0.01%
811
364
$97K ﹤0.01%
3,426
365
$95K ﹤0.01%
910
+110
366
$91K ﹤0.01%
2,660
367
$91K ﹤0.01%
1,000
368
$90K ﹤0.01%
1,175
-16,075
369
$88K ﹤0.01%
1,724
370
$86K ﹤0.01%
900
371
$85K ﹤0.01%
1,000
372
$85K ﹤0.01%
1,300
373
$84K ﹤0.01%
1,800
374
$84K ﹤0.01%
+800
375
$83K ﹤0.01%
+2,000
13 14
15
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