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
426
$49K ﹤0.01%
190
427
$48K ﹤0.01%
926
428
$48K ﹤0.01%
960
-200
429
$48K ﹤0.01%
1,000
430
$47K ﹤0.01%
773
431
$47K ﹤0.01%
800
432
$47K ﹤0.01%
3,404
433
$45K ﹤0.01%
8
434
$45K ﹤0.01%
209
435
$44K ﹤0.01%
2,262
436
$43K ﹤0.01%
1,136
437
$42K ﹤0.01%
7,569
438
$42K ﹤0.01%
440
439
$41K ﹤0.01%
800
440
$41K ﹤0.01%
750
441
$40K ﹤0.01%
722
442
$40K ﹤0.01%
2,100
443
$40K ﹤0.01%
2,000
+1,000
444
$39K ﹤0.01%
498
445
$39K ﹤0.01%
998
446
$39K ﹤0.01%
505
447
$38K ﹤0.01%
942
448
$38K ﹤0.01%
1,125
449
$37K ﹤0.01%
2,316
450
$36K ﹤0.01%
514
16 17
18
19 20