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
$4.37B
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$31.6M
3
+$10.3M
4
GILD icon
Gilead Sciences
GILD
+$6.78M
5
AMT icon
American Tower
AMT
+$6.04M

Top Sells

1
+$86.6M
2
+$36.5M
3
+$18.9M
4
FISV
Fiserv Inc
FISV
+$4.67M
5
CHD icon
Church & Dwight Co
CHD
+$3.04M

Sector Composition

1 Technology 21.62%
2 Healthcare 18.51%
3 Consumer Staples 13.66%
4 Consumer Discretionary 9.87%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$13K ﹤0.01%
2,291
527
$12K ﹤0.01%
500
528
$12K ﹤0.01%
+300
529
$12K ﹤0.01%
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530
$12K ﹤0.01%
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531
$12K ﹤0.01%
700
532
$12K ﹤0.01%
536
533
$12K ﹤0.01%
337
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$12K ﹤0.01%
300
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535
$11K ﹤0.01%
781
536
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460
537
$11K ﹤0.01%
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300
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$10K ﹤0.01%
843
541
$10K ﹤0.01%
568
542
$10K ﹤0.01%
725
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545
$10K ﹤0.01%
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$9K ﹤0.01%
505
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$9K ﹤0.01%
225
550
$9K ﹤0.01%
200
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