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
401
$65K ﹤0.01%
4,665
402
$65K ﹤0.01%
4,320
403
$64K ﹤0.01%
1,544
404
$64K ﹤0.01%
1,545
-325
405
$63K ﹤0.01%
2,342
406
$62K ﹤0.01%
+1,200
407
$62K ﹤0.01%
1,852
408
$62K ﹤0.01%
402
409
$61K ﹤0.01%
1,395
+375
410
$61K ﹤0.01%
1,086
411
$61K ﹤0.01%
4,000
412
$57K ﹤0.01%
1,125
413
$57K ﹤0.01%
1,675
414
$57K ﹤0.01%
250
415
$56K ﹤0.01%
5,000
416
$56K ﹤0.01%
3,841
417
$55K ﹤0.01%
1,136
418
$55K ﹤0.01%
312
419
$54K ﹤0.01%
209
-5
420
$53K ﹤0.01%
5,250
421
$52K ﹤0.01%
1,200
-1,125
422
$52K ﹤0.01%
1,250
-6,062
423
$51K ﹤0.01%
1,437
424
$51K ﹤0.01%
668
425
$50K ﹤0.01%
239
-98
15 16
17
18 19