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
376
$86K ﹤0.01%
950
377
$86K ﹤0.01%
1,741
378
$85K ﹤0.01%
1,395
+255
379
$85K ﹤0.01%
1,345
380
$84K ﹤0.01%
+1,050
381
$84K ﹤0.01%
914
382
$83K ﹤0.01%
2,760
383
$82K ﹤0.01%
765
+465
384
$81K ﹤0.01%
1,222
385
$80K ﹤0.01%
4,680
386
$80K ﹤0.01%
1,408
387
$80K ﹤0.01%
+1,000
388
$79K ﹤0.01%
2,630
389
$78K ﹤0.01%
4,325
390
$78K ﹤0.01%
462
391
$77K ﹤0.01%
715
392
$77K ﹤0.01%
6,000
393
$76K ﹤0.01%
1,072
394
$76K ﹤0.01%
1,882
-282
395
$74K ﹤0.01%
1,444
-132
396
$73K ﹤0.01%
2,200
397
$71K ﹤0.01%
900
+540
398
$71K ﹤0.01%
1,200
399
$71K ﹤0.01%
1,000
400
$70K ﹤0.01%
1,275
14 15
16
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