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
26
$72.9M 1.34%
639,090
-20,065
27
$67.3M 1.24%
381,263
+1,831
28
$66.3M 1.22%
721,983
-28,596
29
$64M 1.18%
868,774
+41,865
30
$62.5M 1.15%
465,578
-1,364
31
$62.2M 1.14%
578,659
+19,193
32
$60.7M 1.11%
343,509
+4,856
33
$57.3M 1.05%
916,032
+14,296
34
$56.4M 1.04%
701,813
+5,284
35
$56M 1.03%
2,085,872
-71,448
36
$54M 0.99%
510,921
+8,306
37
$52M 0.95%
444,149
-12,607
38
$43.9M 0.81%
221,456
-270
39
$38.8M 0.71%
323,821
-11,242
40
$36.5M 0.67%
192,083
+2,554
41
$35.7M 0.66%
266,432
+1,558
42
$32.6M 0.6%
450,209
-11,893
43
$31.7M 0.58%
1,414,656
-427,021
44
$30.8M 0.57%
430,397
-56,999
45
$29.5M 0.54%
564,140
-3,440
46
$27.6M 0.51%
309,994
+237,703
47
$27.4M 0.5%
159,041
-1,356
48
$26.4M 0.48%
284,024
+32,730
49
$25.9M 0.48%
1,018,920
+9,980
50
$24.9M 0.46%
213,288
-455
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