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
401
$65K ﹤0.01%
750
402
$65K ﹤0.01%
305
403
$65K ﹤0.01%
22,542
404
$62K ﹤0.01%
1,010
405
$62K ﹤0.01%
1,741
406
$61K ﹤0.01%
618
-340
407
$61K ﹤0.01%
1,437
408
$60K ﹤0.01%
1,089
409
$59K ﹤0.01%
1,245
410
$58K ﹤0.01%
2,006
411
$58K ﹤0.01%
1,075
412
$57K ﹤0.01%
4,000
413
$57K ﹤0.01%
3,120
414
$57K ﹤0.01%
681
415
$57K ﹤0.01%
2,000
416
$57K ﹤0.01%
400
417
$56K ﹤0.01%
1,444
418
$56K ﹤0.01%
500
419
$55K ﹤0.01%
500
420
$55K ﹤0.01%
1,575
421
$54K ﹤0.01%
5,000
422
$53K ﹤0.01%
666
-310
423
$53K ﹤0.01%
1,616
424
$53K ﹤0.01%
661
-31
425
$52K ﹤0.01%
1,143
-80
15 16
17
18 19