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
426
$53K ﹤0.01%
666
427
$52K ﹤0.01%
500
428
$52K ﹤0.01%
3,666
429
$51K ﹤0.01%
1,136
430
$51K ﹤0.01%
1,160
431
$51K ﹤0.01%
+400
432
$51K ﹤0.01%
2,000
433
$51K ﹤0.01%
5,000
434
$50K ﹤0.01%
893
435
$50K ﹤0.01%
740
-322
436
$49K ﹤0.01%
800
437
$49K ﹤0.01%
926
438
$49K ﹤0.01%
7,569
439
$48K ﹤0.01%
870
440
$48K ﹤0.01%
1,555
441
$48K ﹤0.01%
697
442
$47K ﹤0.01%
1,500
443
$46K ﹤0.01%
+860
444
$46K ﹤0.01%
600
445
$46K ﹤0.01%
300
+200
446
$45K ﹤0.01%
190
447
$45K ﹤0.01%
+3,000
448
$44K ﹤0.01%
664
+150
449
$44K ﹤0.01%
1,010
-490
450
$44K ﹤0.01%
975
16 17
18
19 20