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
$4.37B
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$31.6M
3
+$10.3M
4
GILD icon
Gilead Sciences
GILD
+$6.78M
5
AMT icon
American Tower
AMT
+$6.04M

Top Sells

1
+$86.6M
2
+$36.5M
3
+$18.9M
4
FISV
Fiserv Inc
FISV
+$4.67M
5
CHD icon
Church & Dwight Co
CHD
+$3.04M

Sector Composition

1 Technology 21.62%
2 Healthcare 18.51%
3 Consumer Staples 13.66%
4 Consumer Discretionary 9.87%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$28K ﹤0.01%
650
452
$27K ﹤0.01%
500
453
$27K ﹤0.01%
1,069
454
$27K ﹤0.01%
612
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455
$27K ﹤0.01%
417
+200
456
$27K ﹤0.01%
1,000
457
$27K ﹤0.01%
+411
458
$27K ﹤0.01%
198
-350
459
$26K ﹤0.01%
327
460
$26K ﹤0.01%
1,025
461
$26K ﹤0.01%
600
462
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+500
463
$25K ﹤0.01%
410
-50
464
$25K ﹤0.01%
1,405
465
$25K ﹤0.01%
500
466
$25K ﹤0.01%
+1,825
467
$24K ﹤0.01%
514
468
$24K ﹤0.01%
1,052
469
$24K ﹤0.01%
435
470
$23K ﹤0.01%
481
471
$23K ﹤0.01%
188
472
$23K ﹤0.01%
2,000
473
$23K ﹤0.01%
1,000
-100
474
$22K ﹤0.01%
100
475
$21K ﹤0.01%
2,275
-345
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19
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