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
351
$115K ﹤0.01%
725
352
$114K ﹤0.01%
2,127
353
$113K ﹤0.01%
4,000
354
$110K ﹤0.01%
1,700
-111
355
$110K ﹤0.01%
6,400
356
$107K ﹤0.01%
943
357
$107K ﹤0.01%
900
358
$105K ﹤0.01%
3,093
359
$103K ﹤0.01%
1,414
360
$101K ﹤0.01%
19,675
-2,459
361
$101K ﹤0.01%
2,660
-335
362
$100K ﹤0.01%
958
-160
363
$100K ﹤0.01%
2,666
-16
364
$97K ﹤0.01%
477
365
$97K ﹤0.01%
5,000
+4,998
366
$95K ﹤0.01%
+2,500
367
$94K ﹤0.01%
2,486
368
$94K ﹤0.01%
208
369
$94K ﹤0.01%
5,010
370
$92K ﹤0.01%
2,342
371
$91K ﹤0.01%
1,034
372
$90K ﹤0.01%
1,352
373
$90K ﹤0.01%
456
374
$88K ﹤0.01%
1,822
375
$88K ﹤0.01%
847
13 14
15
16 17