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
476
$20K ﹤0.01%
1,800
477
$20K ﹤0.01%
975
478
$20K ﹤0.01%
525
479
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102
480
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+300
481
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3,600
482
$19K ﹤0.01%
600
483
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356
484
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1,300
485
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250
486
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175
487
$18K ﹤0.01%
1,770
488
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260
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489
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+450
490
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418
491
$17K ﹤0.01%
632
492
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107
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495
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496
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$16K ﹤0.01%
250
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499
$16K ﹤0.01%
150
500
$16K ﹤0.01%
182
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