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
376
$82K ﹤0.01%
4,125
377
$82K ﹤0.01%
1,300
+200
378
$81K ﹤0.01%
5,475
-225
379
$80K ﹤0.01%
1,530
+630
380
$79K ﹤0.01%
2,045
381
$79K ﹤0.01%
1,000
382
$76K ﹤0.01%
940
+340
383
$75K ﹤0.01%
29,035
-62,900
384
$73K ﹤0.01%
1,069
385
$73K ﹤0.01%
2,941
-950
386
$73K ﹤0.01%
1,450
387
$72K ﹤0.01%
1,200
388
$72K ﹤0.01%
1,475
389
$71K ﹤0.01%
5,910
-1,290
390
$71K ﹤0.01%
+1,845
391
$70K ﹤0.01%
1,443
392
$69K ﹤0.01%
3,400
+100
393
$69K ﹤0.01%
1,024
394
$69K ﹤0.01%
2,880
-520
395
$69K ﹤0.01%
500
396
$68K ﹤0.01%
2,360
397
$67K ﹤0.01%
+877
398
$67K ﹤0.01%
1,589
399
$66K ﹤0.01%
1,680
-840
400
$65K ﹤0.01%
396
14 15
16
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