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
426
$49K ﹤0.01%
930
427
$49K ﹤0.01%
1,293
428
$49K ﹤0.01%
850
429
$48K ﹤0.01%
1,000
430
$48K ﹤0.01%
1,665
431
$47K ﹤0.01%
+1,383
432
$47K ﹤0.01%
+600
433
$47K ﹤0.01%
+2,500
434
$46K ﹤0.01%
7
435
$46K ﹤0.01%
1,000
436
$45K ﹤0.01%
870
437
$45K ﹤0.01%
1,100
438
$45K ﹤0.01%
1,245
439
$45K ﹤0.01%
2,234
440
$44K ﹤0.01%
910
+30
441
$44K ﹤0.01%
35,375
442
$43K ﹤0.01%
+1,140
443
$43K ﹤0.01%
+1,000
444
$42K ﹤0.01%
1,800
445
$42K ﹤0.01%
348
446
$41K ﹤0.01%
7,573
447
$41K ﹤0.01%
894
448
$41K ﹤0.01%
+100
449
$41K ﹤0.01%
+1,070
450
$41K ﹤0.01%
1,000
16 17
18
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