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
$4.04B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$51.4M
2
+$30.4M
3
+$18M
4
AMT icon
American Tower
AMT
+$15.2M
5
DHR icon
Danaher
DHR
+$13.1M

Top Sells

1
+$38.2M
2
+$32.8M
3
+$16.9M
4
DE icon
Deere & Co
DE
+$8.72M
5
TRMB icon
Trimble
TRMB
+$8.46M

Sector Composition

1 Technology 20.13%
2 Healthcare 18.66%
3 Consumer Staples 13.95%
4 Consumer Discretionary 10.45%
5 Industrials 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.7M 0.39%
130,289
-6,183
52
$15.6M 0.39%
312,556
-656,210
53
$15.6M 0.39%
380,455
+4,550
54
$15.3M 0.38%
990,352
+40,216
55
$15M 0.37%
143,394
-1,571
56
$14.4M 0.36%
572,267
-200,113
57
$13.9M 0.34%
205,469
-12,602
58
$13.5M 0.33%
128,007
+13,793
59
$13.3M 0.33%
324,753
-16,434
60
$13.3M 0.33%
155,947
-2,967
61
$12.8M 0.32%
164,470
+156,320
62
$12.5M 0.31%
371,973
+103,349
63
$12M 0.3%
658,332
-8,245
64
$11.9M 0.29%
276,214
-16,942
65
$11.6M 0.29%
215,861
+28,310
66
$11.4M 0.28%
80,496
+50,890
67
$11.3M 0.28%
55,818
-83,636
68
$11.3M 0.28%
134,000
+42,446
69
$10.1M 0.25%
471,548
-394,482
70
$9.74M 0.24%
89,323
+15,730
71
$9.71M 0.24%
125,880
-5,372
72
$8.81M 0.22%
203,760
-22,000
73
$8.4M 0.21%
243,820
-26,843
74
$7.69M 0.19%
61,056
+3,017
75
$7.33M 0.18%
163,980
-1,492
1 2
3
4 5