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
$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
476
$26K ﹤0.01%
600
477
$26K ﹤0.01%
1,405
478
$26K ﹤0.01%
98
479
$25K ﹤0.01%
1,800
480
$25K ﹤0.01%
481
481
$25K ﹤0.01%
1,600
-1,000
482
$24K ﹤0.01%
1,069
483
$24K ﹤0.01%
500
484
$24K ﹤0.01%
435
485
$24K ﹤0.01%
625
486
$23K ﹤0.01%
248
487
$22K ﹤0.01%
900
488
$22K ﹤0.01%
480
489
$22K ﹤0.01%
262
490
$21K ﹤0.01%
1,200
491
$21K ﹤0.01%
130
492
$20K ﹤0.01%
748
493
$20K ﹤0.01%
134
494
$20K ﹤0.01%
100
495
$20K ﹤0.01%
250
496
$19K ﹤0.01%
+300
497
$19K ﹤0.01%
1,300
498
$19K ﹤0.01%
208
499
$19K ﹤0.01%
337
500
$19K ﹤0.01%
517
18 19
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