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
26
$70.7M 1.62%
1,759,520
+86,140
27
$64.2M 1.47%
2,272,712
-4,892
28
$58.8M 1.34%
742,812
+85,737
29
$56.9M 1.3%
467,375
-1,936
30
$47.2M 1.08%
570,519
+13,014
31
$47M 1.07%
460,407
+309,800
32
$46.7M 1.07%
1,734,472
+105,138
33
$45.1M 1.03%
351,575
+1,006
34
$43.4M 0.99%
487,144
+116,178
35
$42.1M 0.96%
+1,311,673
36
$41.3M 0.95%
379,877
-5,852
37
$41.3M 0.94%
424,572
+4,412
38
$38.1M 0.87%
724,550
+37,451
39
$36M 0.82%
387,534
+29,981
40
$34.7M 0.79%
244,524
+964
41
$32.1M 0.74%
222,448
+4,639
42
$28.1M 0.64%
144,150
+10,662
43
$25.1M 0.57%
222,258
-20,346
44
$24.1M 0.55%
678,132
-3,623
45
$22.8M 0.52%
234,272
-62
46
$22.2M 0.51%
571,240
+4,940
47
$21.1M 0.48%
132,720
+4,252
48
$20.6M 0.47%
282,880
+17,674
49
$19.8M 0.45%
426,530
-61,343
50
$19.8M 0.45%
378,193
-740
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