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
451
$41K ﹤0.01%
+1,186
452
$41K ﹤0.01%
2,000
453
$41K ﹤0.01%
462
454
$40K ﹤0.01%
450
455
$40K ﹤0.01%
5,475
+700
456
– –
0
457
$39K ﹤0.01%
871
458
$39K ﹤0.01%
2,620
459
$39K ﹤0.01%
2,291
460
$39K ﹤0.01%
3,745
461
$39K ﹤0.01%
401
462
$38K ﹤0.01%
300
463
$38K ﹤0.01%
514
464
$38K ﹤0.01%
700
465
$37K ﹤0.01%
831
466
$37K ﹤0.01%
1,548
-497
467
$36K ﹤0.01%
1,444
468
$36K ﹤0.01%
1,599
469
$36K ﹤0.01%
290
470
$34K ﹤0.01%
926
471
$34K ﹤0.01%
+335
472
$34K ﹤0.01%
3,600
473
$34K ﹤0.01%
+120
474
$33K ﹤0.01%
655
475
$32K ﹤0.01%
2,400
17 18
19
20 21