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
$4.37B
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$31.6M
3
+$10.3M
4
GILD icon
Gilead Sciences
GILD
+$6.78M
5
AMT icon
American Tower
AMT
+$6.04M

Top Sells

1
+$86.6M
2
+$36.5M
3
+$18.9M
4
FISV
Fiserv Inc
FISV
+$4.67M
5
CHD icon
Church & Dwight Co
CHD
+$3.04M

Sector Composition

1 Technology 21.62%
2 Healthcare 18.51%
3 Consumer Staples 13.66%
4 Consumer Discretionary 9.87%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$19.6M 0.45%
359,895
-11,858
52
$19.5M 0.45%
169,430
-1,535
53
$18.3M 0.42%
213,823
+737
54
$18M 0.41%
449,321
-2,310
55
$18M 0.41%
999,020
-792
56
$17.6M 0.4%
144,078
-305
57
$17M 0.39%
247,578
-30,088
58
$17M 0.39%
121,913
-1,517
59
$15.7M 0.36%
244,292
-3,580
60
$14.9M 0.34%
115,637
-2,701
61
$14.5M 0.33%
180,254
+2,465
62
$13.7M 0.31%
280,280
-9,852
63
$11.1M 0.25%
263,370
-1,240
64
$10.1M 0.23%
123,649
+49
65
$9.87M 0.23%
345,704
-2,935
66
$9.76M 0.22%
344,184
-9,691
67
$9.44M 0.22%
73,563
+38,371
68
$9.22M 0.21%
79,493
-4,203
69
$9.19M 0.21%
349,289
-57,040
70
$9.1M 0.21%
240,926
-3,178
71
$8.69M 0.2%
367,509
-85,275
72
$8.46M 0.19%
57,436
-362
73
$8.39M 0.19%
164,522
74
$7.68M 0.18%
222,271
-1,127
75
$7.44M 0.17%
96,483
-870
1 2
3
4 5