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
451
$36K ﹤0.01%
290
452
$35K ﹤0.01%
530
-20
453
$34K ﹤0.01%
840
-32
454
$34K ﹤0.01%
1,000
455
$33K ﹤0.01%
181
456
$32K ﹤0.01%
975
457
$32K ﹤0.01%
840
+440
458
$32K ﹤0.01%
3,000
459
$31K ﹤0.01%
250
460
$31K ﹤0.01%
500
461
$30K ﹤0.01%
85
462
$30K ﹤0.01%
1,031
463
$30K ﹤0.01%
265
464
$29K ﹤0.01%
530
465
$29K ﹤0.01%
1,375
466
$29K ﹤0.01%
200
467
$28K ﹤0.01%
600
468
$28K ﹤0.01%
600
-600
469
$28K ﹤0.01%
457
470
$28K ﹤0.01%
255
471
$27K ﹤0.01%
600
472
$27K ﹤0.01%
300
473
$27K ﹤0.01%
300
474
$26K ﹤0.01%
350
475
$26K ﹤0.01%
600
17 18
19
20 21