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
501
$24K ﹤0.01%
199
502
$24K ﹤0.01%
1,000
503
$23K ﹤0.01%
350
504
$23K ﹤0.01%
1,157
-59
505
$23K ﹤0.01%
342
506
$23K ﹤0.01%
600
-300
507
$23K ﹤0.01%
630
508
$23K ﹤0.01%
500
509
$23K ﹤0.01%
180
510
$22K ﹤0.01%
+600
511
$22K ﹤0.01%
262
512
$22K ﹤0.01%
+130
513
$22K ﹤0.01%
135
-2,272
514
$21K ﹤0.01%
270
-162
515
$21K ﹤0.01%
100
-1
516
$20K ﹤0.01%
170
-57
517
$20K ﹤0.01%
250
518
$20K ﹤0.01%
1,375
-827
519
$20K ﹤0.01%
200
520
$20K ﹤0.01%
625
521
$20K ﹤0.01%
450
522
$20K ﹤0.01%
480
523
$19K ﹤0.01%
+1,191
524
$19K ﹤0.01%
60
525
$19K ﹤0.01%
+137
19 20
21
22 23