LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
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
26
$78.9M 1.25%
1,178,896
-132,533
27
$76.8M 1.22%
906,317
-5,888
28
$76.6M 1.21%
654,940
+69,653
29
$71.8M 1.14%
457,653
-1,871
30
$71.1M 1.13%
835,866
-42,828
31
$70.1M 1.11%
507,417
-2,693
32
$63.4M 1%
385,236
+20,195
33
$53.1M 0.84%
620,873
+219,352
34
$51.4M 0.81%
210,564
+9,739
35
$50.5M 0.8%
573,869
-114,095
36
$46.7M 0.74%
217,908
-310
37
$46.6M 0.74%
571,737
+19,147
38
$44.9M 0.71%
1,402,247
-10,165
39
$43.2M 0.68%
295,926
-14,464
40
$42.1M 0.67%
258,698
-875
41
$41.8M 0.66%
417,180
+19,420
42
$41.3M 0.65%
495,683
-48,848
43
$34.8M 0.55%
303,480
+3,329
44
$34.1M 0.54%
136,777
-328
45
$33.2M 0.53%
207,322
+55
46
$33M 0.52%
122,421
+1,661
47
$32.2M 0.51%
683,686
+185,414
48
$31.7M 0.5%
342,924
-8,669
49
$31.5M 0.5%
1,337,504
-114,464
50
$31.5M 0.5%
527,160
-2,180
1
2
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