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
576
$8K ﹤0.01%
+300
577
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50
578
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579
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580
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260
581
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+100
583
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215
585
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586
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2,098
587
$6K ﹤0.01%
200
588
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589
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150
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$6K ﹤0.01%
+200
591
$6K ﹤0.01%
+375
592
$6K ﹤0.01%
50
593
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1,000
594
$6K ﹤0.01%
100
595
$5K ﹤0.01%
698
-1,157
596
$5K ﹤0.01%
78
-39
597
$5K ﹤0.01%
144
598
$5K ﹤0.01%
100
-900
599
$5K ﹤0.01%
3
-1
600
$4K ﹤0.01%
100
22 23
24
25 26