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
51
$24.9M 0.46%
588,033
+3,416
52
$24.6M 0.45%
644,569
-7,921
53
$23.2M 0.43%
376,986
-429
54
$22.2M 0.41%
145,037
-2,281
55
$21.8M 0.4%
139,665
-1,483
56
$21.8M 0.4%
115,154
+1,522
57
$19.1M 0.35%
237,712
-190
58
$18.8M 0.35%
224,817
-6,554
59
$16.7M 0.31%
96,305
+5,450
60
$15.8M 0.29%
89,978
+21,039
61
$15.6M 0.29%
159,911
-1,952
62
$15.3M 0.28%
69,084
-1,250
63
$15.2M 0.28%
218,733
-33,094
64
$14.8M 0.27%
84,122
+20,422
65
$14.4M 0.26%
224,689
-2,298
66
$14.1M 0.26%
232,254
-15,398
67
$13.8M 0.25%
84,347
-5,204
68
$12.4M 0.23%
305,350
-1
69
$11.9M 0.22%
370,545
+2,177
70
$11.8M 0.22%
66,455
+13,646
71
$11.8M 0.22%
161,938
+145
72
$11M 0.2%
55,730
+71
73
$10.8M 0.2%
111,224
-319
74
$9.91M 0.18%
121,666
-123
75
$9.75M 0.18%
58,427
-400
1 2
3
4 5