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
26
$55.5M 1.42%
1,353,632
+148,484
27
$54M 1.38%
1,566,250
+320,480
28
$52.9M 1.35%
366,875
+1,390
29
$48.7M 1.25%
493,053
+111,663
30
$43.6M 1.12%
171,031
-3,894
31
$41.8M 1.07%
441,863
-12,239
32
$39.1M 1%
1,482,760
+177,667
33
$34.7M 0.89%
331,954
+3,326
34
$34.5M 0.88%
1,022,086
-191,492
35
$34.4M 0.88%
283,862
-1,883
36
$33.7M 0.86%
413,279
+8,183
37
$32.2M 0.82%
520,891
-33,619
38
$29.9M 0.77%
646,578
+238,505
39
$28M 0.72%
316,395
-6,326
40
$27.5M 0.7%
418,848
-6,664
41
$26.9M 0.69%
286,742
-34,752
42
$26.6M 0.68%
177,403
+250
43
$25.1M 0.64%
521,778
-2,290
44
$24.7M 0.63%
256,752
-1,770
45
$24.7M 0.63%
487,093
+3,314
46
$23.3M 0.6%
877,812
+237,522
47
$23.1M 0.59%
132,166
+856
48
$22.7M 0.58%
169,865
-16,012
49
$18.6M 0.48%
+455,470
50
$18.5M 0.48%
230,490
-17,496
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