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
51
$18.4M 0.47%
154,554
+7,142
52
$17.5M 0.45%
124,541
-3,365
53
$17.1M 0.44%
1,348,512
-22,940
54
$16.6M 0.42%
377,718
+1,130
55
$15.8M 0.41%
204,810
+2,265
56
$15.2M 0.39%
662,972
-17,267
57
$14.7M 0.38%
369,365
-2,973
58
$14.5M 0.37%
343,002
-13,303
59
$13.4M 0.34%
266,294
+1,320
60
$13.4M 0.34%
149,868
-87,542
61
$12.9M 0.33%
282,811
-54,628
62
$12.8M 0.33%
351,965
-75,453
63
$12.6M 0.32%
165,392
-4,336
64
$12.3M 0.32%
117,395
-1,310
65
$12.1M 0.31%
222,800
-6,909
66
$11M 0.28%
132,849
-1,300
67
$11M 0.28%
340,353
-15,354
68
$10.3M 0.26%
109,283
+10,642
69
$10M 0.26%
106,190
+54,529
70
$9.36M 0.24%
182,132
-1,355
71
$9.31M 0.24%
160,702
+22,682
72
$9.14M 0.23%
194,026
-13,860
73
$8.48M 0.22%
61,715
+4,623
74
$8.39M 0.21%
73,541
+2,839
75
$8.11M 0.21%
117,487
+4,300
1 2
3
4 5