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
451
$35K ﹤0.01%
676
452
$35K ﹤0.01%
2,000
453
$35K ﹤0.01%
373
454
$34K ﹤0.01%
1,800
455
$34K ﹤0.01%
3,010
456
$34K ﹤0.01%
6,884
-689
457
$34K ﹤0.01%
3,745
458
$34K ﹤0.01%
300
459
$34K ﹤0.01%
5,000
460
$33K ﹤0.01%
666
461
$32K ﹤0.01%
83
462
$31K ﹤0.01%
1,052
463
$31K ﹤0.01%
1,000
464
$31K ﹤0.01%
1,500
465
$31K ﹤0.01%
265
466
$30K ﹤0.01%
291
467
$29K ﹤0.01%
7
468
$29K ﹤0.01%
750
469
$29K ﹤0.01%
73
470
$28K ﹤0.01%
1,444
471
$28K ﹤0.01%
1,069
472
$28K ﹤0.01%
510
473
$28K ﹤0.01%
655
474
$28K ﹤0.01%
635
475
$27K ﹤0.01%
575
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19
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