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
351
$99K ﹤0.01%
990
-2,550
352
$99K ﹤0.01%
1,690
353
$98K ﹤0.01%
477
354
$96K ﹤0.01%
943
355
$96K ﹤0.01%
2,545
-400
356
$96K ﹤0.01%
1,484
-3,095
357
$94K ﹤0.01%
5,150
-70
358
$93K ﹤0.01%
765
359
$92K ﹤0.01%
5,010
360
$91K ﹤0.01%
2,666
361
$91K ﹤0.01%
6,334
362
$91K ﹤0.01%
847
363
$91K ﹤0.01%
2,760
364
– –
0
365
$87K ﹤0.01%
15,835
-428
366
$87K ﹤0.01%
3,093
367
$87K ﹤0.01%
1,274
368
$86K ﹤0.01%
1,072
369
$86K ﹤0.01%
2,342
370
$85K ﹤0.01%
1,275
371
$84K ﹤0.01%
1,520
372
$82K ﹤0.01%
509
373
$81K ﹤0.01%
1,851
374
$81K ﹤0.01%
3,989
375
$80K ﹤0.01%
4,680
13 14
15
16 17