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
526
$14K ﹤0.01%
408
527
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350
528
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632
529
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206
530
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125
531
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975
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$13K ﹤0.01%
+260
537
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666
538
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540
$12K ﹤0.01%
+100
541
$12K ﹤0.01%
+1,195
542
$11K ﹤0.01%
240
543
$11K ﹤0.01%
2,500
544
$11K ﹤0.01%
+250
545
$11K ﹤0.01%
300
546
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600
-1,000
547
$11K ﹤0.01%
+200
548
$11K ﹤0.01%
500
549
$11K ﹤0.01%
741
550
$11K ﹤0.01%
924
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