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
401
$46K ﹤0.01%
3,120
402
$46K ﹤0.01%
800
403
$45K ﹤0.01%
831
404
$45K ﹤0.01%
300
405
$44K ﹤0.01%
1,444
406
$44K ﹤0.01%
3,910
+2,060
407
$43K ﹤0.01%
666
408
– –
0
409
$42K ﹤0.01%
870
410
$42K ﹤0.01%
1,500
-795
411
$41K ﹤0.01%
22,542
412
$41K ﹤0.01%
926
413
$41K ﹤0.01%
1,000
414
$41K ﹤0.01%
514
415
$41K ﹤0.01%
15,025
-2,500
416
$41K ﹤0.01%
850
417
$40K ﹤0.01%
1,000
418
$39K ﹤0.01%
2,316
419
$39K ﹤0.01%
4,926
420
$39K ﹤0.01%
850
421
$38K ﹤0.01%
840
422
$38K ﹤0.01%
1,200
423
$38K ﹤0.01%
7,571
424
$38K ﹤0.01%
2,234
425
$38K ﹤0.01%
1,200
15 16
17
18 19