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
576
$6K ﹤0.01%
50
577
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578
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1,000
579
$5K ﹤0.01%
200
580
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581
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582
$5K ﹤0.01%
10,000
583
$4K ﹤0.01%
697
584
$4K ﹤0.01%
100
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$4K ﹤0.01%
144
586
$4K ﹤0.01%
72
587
$4K ﹤0.01%
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588
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589
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$3K ﹤0.01%
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595
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596
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2,000
597
$3K ﹤0.01%
500
598
$2K ﹤0.01%
40
599
$2K ﹤0.01%
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600
$2K ﹤0.01%
43
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