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
451
$43K ﹤0.01%
800
452
$43K ﹤0.01%
872
453
$43K ﹤0.01%
+450
454
$42K ﹤0.01%
270
455
$42K ﹤0.01%
305
456
$41K ﹤0.01%
2,316
457
$41K ﹤0.01%
+750
458
$41K ﹤0.01%
865
459
$41K ﹤0.01%
822
460
$40K ﹤0.01%
1,269
-10
461
$40K ﹤0.01%
1,000
462
$39K ﹤0.01%
942
463
$39K ﹤0.01%
3,950
464
$38K ﹤0.01%
366
+310
465
$38K ﹤0.01%
3,000
466
$37K ﹤0.01%
1,031
467
$37K ﹤0.01%
625
468
$37K ﹤0.01%
290
469
$36K ﹤0.01%
498
470
$35K ﹤0.01%
998
471
$35K ﹤0.01%
1,125
472
$35K ﹤0.01%
+2,100
473
$34K ﹤0.01%
1,800
474
$33K ﹤0.01%
440
475
$32K ﹤0.01%
500
17 18
19
20 21