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
476
$31K ﹤0.01%
1,150
477
$30K ﹤0.01%
+8
478
$29K ﹤0.01%
327
479
$29K ﹤0.01%
1,405
480
$29K ﹤0.01%
+800
481
$28K ﹤0.01%
500
482
$28K ﹤0.01%
1,052
483
$28K ﹤0.01%
1,069
484
$28K ﹤0.01%
+600
485
$28K ﹤0.01%
+400
486
$28K ﹤0.01%
181
487
$27K ﹤0.01%
+505
488
$26K ﹤0.01%
175
-17
489
$26K ﹤0.01%
1,430
490
$26K ﹤0.01%
435
491
$26K ﹤0.01%
740
492
$25K ﹤0.01%
600
493
$25K ﹤0.01%
1,000
494
$24K ﹤0.01%
500
495
$24K ﹤0.01%
481
496
$24K ﹤0.01%
98
-4
497
$24K ﹤0.01%
444
498
$24K ﹤0.01%
106
499
$24K ﹤0.01%
500
500
$24K ﹤0.01%
2,204
18 19
20
21 22