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
401
$69K ﹤0.01%
384
-12
402
$69K ﹤0.01%
1,075
403
$69K ﹤0.01%
1,000
404
$68K ﹤0.01%
750
405
$67K ﹤0.01%
1,000
406
$67K ﹤0.01%
3,120
407
$66K ﹤0.01%
8,376
408
$65K ﹤0.01%
831
+70
409
$64K ﹤0.01%
22,542
410
$64K ﹤0.01%
1,437
411
$63K ﹤0.01%
1,575
412
$61K ﹤0.01%
1,003
413
$61K ﹤0.01%
1,616
-1,500
414
$60K ﹤0.01%
1,245
415
$60K ﹤0.01%
521
416
$59K ﹤0.01%
4,000
-800
417
$59K ﹤0.01%
4,706
-44
418
$59K ﹤0.01%
1,931
419
$58K ﹤0.01%
681
420
$58K ﹤0.01%
509
421
$57K ﹤0.01%
473
-450
422
$57K ﹤0.01%
1,241
423
$56K ﹤0.01%
3,135
424
$56K ﹤0.01%
800
425
$54K ﹤0.01%
2,262
15 16
17
18 19