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
376
$68K ﹤0.01%
763
+41
377
$68K ﹤0.01%
2,158
378
$67K ﹤0.01%
1,350
379
$67K ﹤0.01%
3,841
380
$66K ﹤0.01%
1,544
381
$64K ﹤0.01%
1,188
382
$59K ﹤0.01%
1,000
383
$58K ﹤0.01%
462
384
$57K ﹤0.01%
1,250
385
$56K ﹤0.01%
5,475
386
$55K ﹤0.01%
1,242
-178
387
$55K ﹤0.01%
1,376
388
$54K ﹤0.01%
1,273
389
$54K ﹤0.01%
1,000
390
$53K ﹤0.01%
1,437
391
$52K ﹤0.01%
540
-90
392
$52K ﹤0.01%
1,075
393
$51K ﹤0.01%
1,245
394
$51K ﹤0.01%
5,000
395
$49K ﹤0.01%
765
396
$48K ﹤0.01%
750
397
$48K ﹤0.01%
676
-78
398
$48K ﹤0.01%
635
399
$48K ﹤0.01%
559
400
$48K ﹤0.01%
3,666
14 15
16
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