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
551
$14K ﹤0.01%
+1,200
552
$13K ﹤0.01%
150
553
$13K ﹤0.01%
100
554
$13K ﹤0.01%
700
555
$13K ﹤0.01%
375
556
$12K ﹤0.01%
100
557
$12K ﹤0.01%
84
558
$12K ﹤0.01%
225
559
$12K ﹤0.01%
191
560
$12K ﹤0.01%
158
561
$11K ﹤0.01%
2,500
562
$11K ﹤0.01%
257
563
$11K ﹤0.01%
572
564
$11K ﹤0.01%
298
565
$11K ﹤0.01%
600
-510
566
$11K ﹤0.01%
200
567
$11K ﹤0.01%
2,000
568
$11K ﹤0.01%
600
569
$10K ﹤0.01%
1,000
570
$10K ﹤0.01%
700
571
$10K ﹤0.01%
700
572
$10K ﹤0.01%
+250
573
$10K ﹤0.01%
445
574
$9K ﹤0.01%
189
575
$9K ﹤0.01%
154
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