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
626
– –
-800
627
$0 ﹤0.01%
+25
628
– –
-893
629
– –
-1,000
630
– –
-1,500
631
– –
-2,959
632
– –
-860
633
$0 ﹤0.01%
+25
634
– –
-600
635
– –
-300
636
$0 ﹤0.01%
3
637
– –
-4,000
638
$0 ﹤0.01%
+83
639
– –
-500
640
$0 ﹤0.01%
14
641
– –
-5,000
642
– –
-1,655
643
– –
-400
644
$0 ﹤0.01%
4
645
$0 ﹤0.01%
1
646
– –
-67
647
– –
-866
648
$0 ﹤0.01%
38
649
– –
-1,582
650
– –
-15,392
23 24 25
26
27