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
$6.31B
AUM Growth
+$553M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$16.5M
3
+$15.9M
4
MSFT icon
Microsoft
MSFT
+$9.91M
5
AMT icon
American Tower
AMT
+$9.78M

Top Sells

1
+$11.1M
2
+$10M
3
+$8.87M
4
AYI icon
Acuity Brands
AYI
+$6.85M
5
SBUX icon
Starbucks
SBUX
+$6.39M

Sector Composition

1 Technology 30.1%
2 Healthcare 18.05%
3 Financials 10.56%
4 Consumer Discretionary 9.68%
5 Consumer Staples 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$12K ﹤0.01%
375
527
$11K ﹤0.01%
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528
$11K ﹤0.01%
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529
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530
$11K ﹤0.01%
655
531
$11K ﹤0.01%
572
532
$10K ﹤0.01%
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535
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536
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537
$9K ﹤0.01%
1,000
-3,003
538
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539
$9K ﹤0.01%
4,500
540
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541
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542
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543
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75
-5
546
$8K ﹤0.01%
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$8K ﹤0.01%
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548
$8K ﹤0.01%
114
549
$7K ﹤0.01%
200
550
$7K ﹤0.01%
56
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