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
351
$84K ﹤0.01%
8,000
352
$83K ﹤0.01%
675
353
$82K ﹤0.01%
2,660
354
$80K ﹤0.01%
800
355
$79K ﹤0.01%
667
-300
356
$77K ﹤0.01%
4,800
357
$77K ﹤0.01%
2,090
358
$76K ﹤0.01%
2,500
359
$75K ﹤0.01%
5,345
-1,765
360
$75K ﹤0.01%
1,352
361
$75K ﹤0.01%
1,080
362
$74K ﹤0.01%
1,280
363
$73K ﹤0.01%
1,553
364
$73K ﹤0.01%
439
+200
365
$72K ﹤0.01%
950
366
$72K ﹤0.01%
900
-100
367
$71K ﹤0.01%
1,500
-213
368
$71K ﹤0.01%
910
369
$71K ﹤0.01%
2,342
370
$71K ﹤0.01%
1,000
371
$70K ﹤0.01%
396
372
$70K ﹤0.01%
1,822
373
$70K ﹤0.01%
2,734
-412
374
$70K ﹤0.01%
2,372
375
$70K ﹤0.01%
800
13 14
15
16 17