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
$4.04B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$51.4M
2
+$30.4M
3
+$18M
4
AMT icon
American Tower
AMT
+$15.2M
5
DHR icon
Danaher
DHR
+$13.1M

Top Sells

1
+$38.2M
2
+$32.8M
3
+$16.9M
4
DE icon
Deere & Co
DE
+$8.72M
5
TRMB icon
Trimble
TRMB
+$8.46M

Sector Composition

1 Technology 20.13%
2 Healthcare 18.66%
3 Consumer Staples 13.95%
4 Consumer Discretionary 10.45%
5 Industrials 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$63.2M 1.56%
624,402
+120,419
27
$60.9M 1.51%
689,155
+98,912
28
$58.1M 1.44%
2,206,656
+134,472
29
$51.4M 1.27%
+1,320,180
30
$49.8M 1.23%
435,703
+70,418
31
$42M 1.04%
1,575,556
-46,701
32
$40.6M 1%
406,130
-13,812
33
$38.6M 0.96%
498,088
+38,047
34
$37M 0.92%
248,138
-13,195
35
$37M 0.92%
420,755
+7,708
36
$36.9M 0.91%
589,872
+52,938
37
$31.8M 0.79%
360,799
-19,136
38
$30.2M 0.75%
309,097
+54,373
39
$27.8M 0.69%
210,243
+30,056
40
$25.9M 0.64%
133,070
+2,662
41
$22.5M 0.56%
544,101
+61,609
42
$21.8M 0.54%
184,118
-24,782
43
$21.6M 0.53%
568,420
-1,005,980
44
$21.1M 0.52%
522,647
+445,307
45
$20.5M 0.51%
429,234
-22,452
46
$18.3M 0.45%
112,745
-4,115
47
$17.6M 0.44%
446,806
+174,910
48
$17.2M 0.43%
219,910
+33,394
49
$16.9M 0.42%
231,290
+120,264
50
$15.8M 0.39%
119,507
+3,355
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