LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.92B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$725K
2
+$510K
3
+$501K
4
AIG.WS
American International Group, Inc.
AIG.WS
+$292K
5
ET icon
Energy Transfer Partners
ET
+$205K

Sector Composition

1 Technology 21.26%
2 Healthcare 17.49%
3 Consumer Staples 13.35%
4 Industrials 11.61%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$13K ﹤0.01%
260
527
$13K ﹤0.01%
625
528
$13K ﹤0.01%
250
529
$13K ﹤0.01%
35,375
530
$12K ﹤0.01%
336
531
$12K ﹤0.01%
725
532
$12K ﹤0.01%
300
533
$12K ﹤0.01%
120
534
$12K ﹤0.01%
500
535
$12K ﹤0.01%
280
536
$11K ﹤0.01%
1,195
537
$11K ﹤0.01%
65
538
$11K ﹤0.01%
100
539
$11K ﹤0.01%
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540
$11K ﹤0.01%
100
541
$10K ﹤0.01%
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542
$10K ﹤0.01%
250
543
$10K ﹤0.01%
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544
$10K ﹤0.01%
300
545
$10K ﹤0.01%
54
546
$10K ﹤0.01%
300
547
$10K ﹤0.01%
200
548
$10K ﹤0.01%
741
549
$10K ﹤0.01%
445
550
$9K ﹤0.01%
1,000
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