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
376
$79K ﹤0.01%
514
377
$77K ﹤0.01%
+1,200
378
$77K ﹤0.01%
472
-200
379
$76K ﹤0.01%
1,000
-752
380
$75K ﹤0.01%
2,200
381
$74K ﹤0.01%
10,005
-6,675
382
$73K ﹤0.01%
1,188
383
$73K ﹤0.01%
740
384
$72K ﹤0.01%
+1,500
385
$72K ﹤0.01%
1,931
386
$72K ﹤0.01%
2,630
387
$70K ﹤0.01%
985
-490
388
$70K ﹤0.01%
384
389
$70K ﹤0.01%
3,135
390
$69K ﹤0.01%
1,275
391
$69K ﹤0.01%
1,196
392
$69K ﹤0.01%
1,000
393
$69K ﹤0.01%
1,822
394
$68K ﹤0.01%
950
395
$68K ﹤0.01%
1,000
396
$67K ﹤0.01%
1,114
397
$67K ﹤0.01%
1,560
+200
398
$67K ﹤0.01%
1,355
399
$66K ﹤0.01%
600
400
$66K ﹤0.01%
1,520
14 15
16
17 18