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
626
$3K ﹤0.01%
27
627
$3K ﹤0.01%
90
628
$3K ﹤0.01%
417
629
$3K ﹤0.01%
40
630
$3K ﹤0.01%
4
631
$3K ﹤0.01%
72
-1
632
$3K ﹤0.01%
50
633
$3K ﹤0.01%
18
634
$3K ﹤0.01%
325
635
$3K ﹤0.01%
250
-12
636
$2K ﹤0.01%
28
637
$2K ﹤0.01%
20
638
$2K ﹤0.01%
32
639
$2K ﹤0.01%
9
640
$2K ﹤0.01%
22
641
$2K ﹤0.01%
42
642
$2K ﹤0.01%
20
643
$2K ﹤0.01%
37
644
$2K ﹤0.01%
21
645
$2K ﹤0.01%
40
646
$2K ﹤0.01%
124
647
$2K ﹤0.01%
18
648
$2K ﹤0.01%
34
649
$2K ﹤0.01%
11
650
$2K ﹤0.01%
13
24 25
26
27 28