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
$3.92B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$725K
2
+$510K
3
+$501K
4
AIG.WS
American International Group, Inc.
AIG.WS
+$292K
5
ET icon
Energy Transfer Partners
ET
+$205K

Sector Composition

1 Technology 21.26%
2 Healthcare 17.49%
3 Consumer Staples 13.35%
4 Industrials 11.61%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$27K ﹤0.01%
1,000
477
$27K ﹤0.01%
1,100
478
$26K ﹤0.01%
288
479
$25K ﹤0.01%
342
480
$23K ﹤0.01%
1,936
481
$23K ﹤0.01%
358
482
$23K ﹤0.01%
3,600
483
$22K ﹤0.01%
500
484
$22K ﹤0.01%
1,335
485
$22K ﹤0.01%
635
486
$21K ﹤0.01%
200
487
$21K ﹤0.01%
900
488
$21K ﹤0.01%
100
489
$21K ﹤0.01%
112
490
$20K ﹤0.01%
600
491
$20K ﹤0.01%
161
492
$20K ﹤0.01%
1,666
493
$19K ﹤0.01%
170
494
$19K ﹤0.01%
600
495
$18K ﹤0.01%
843
496
$18K ﹤0.01%
100
497
$18K ﹤0.01%
1,150
498
$17K ﹤0.01%
350
499
$17K ﹤0.01%
945
500
$17K ﹤0.01%
1,300
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