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
$3.9B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$11M
3
+$11M
4
AMT icon
American Tower
AMT
+$11M
5
XOM icon
Exxon Mobil
XOM
+$6.59M

Top Sells

1
+$18.5M
2
+$7.82M
3
+$6.46M
4
IBM icon
IBM
IBM
+$6.2M
5
MCD icon
McDonald's
MCD
+$3.26M

Sector Composition

1 Technology 22.14%
2 Healthcare 15.19%
3 Consumer Staples 14.02%
4 Industrials 13.53%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$20K ﹤0.01%
+300
502
$19K ﹤0.01%
843
503
$19K ﹤0.01%
900
504
$19K ﹤0.01%
800
505
$19K ﹤0.01%
1,666
506
$19K ﹤0.01%
250
507
$19K ﹤0.01%
450
508
$18K ﹤0.01%
1,300
509
$18K ﹤0.01%
100
510
$18K ﹤0.01%
300
511
$17K ﹤0.01%
1,000
512
$17K ﹤0.01%
945
513
$17K ﹤0.01%
170
514
$17K ﹤0.01%
600
515
$17K ﹤0.01%
12,573
-1,681
516
$17K ﹤0.01%
250
517
$16K ﹤0.01%
600
518
$16K ﹤0.01%
175
519
$16K ﹤0.01%
200
520
$16K ﹤0.01%
155
-15
521
$16K ﹤0.01%
161
522
$16K ﹤0.01%
158
523
$15K ﹤0.01%
270
524
$15K ﹤0.01%
625
525
$14K ﹤0.01%
355
19 20
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