LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.92B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$725K
2
+$510K
3
+$501K
4
AIG.WS
American International Group, Inc.
AIG.WS
+$292K
5
ET icon
Energy Transfer Partners
ET
+$205K

Sector Composition

1 Technology 21.26%
2 Healthcare 17.49%
3 Consumer Staples 13.35%
4 Industrials 11.61%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$46K ﹤0.01%
1,050
427
$46K ﹤0.01%
1,200
428
$46K ﹤0.01%
1,850
429
$46K ﹤0.01%
312
430
$46K ﹤0.01%
611
-611
431
$46K ﹤0.01%
462
432
$44K ﹤0.01%
870
433
$44K ﹤0.01%
1,485
434
$43K ﹤0.01%
514
435
$42K ﹤0.01%
1,273
436
$41K ﹤0.01%
1,075
437
$40K ﹤0.01%
725
438
$40K ﹤0.01%
831
439
$40K ﹤0.01%
450
440
$40K ﹤0.01%
1,245
441
$40K ﹤0.01%
530
442
$39K ﹤0.01%
926
443
$39K ﹤0.01%
290
444
$39K ﹤0.01%
1,000
445
$38K ﹤0.01%
1,700
446
$38K ﹤0.01%
894
447
$37K ﹤0.01%
2,307
448
$36K ﹤0.01%
840
449
$35K ﹤0.01%
477
450
$35K ﹤0.01%
2,400
16 17
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