LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.31B
AUM Growth
+$553M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$16.5M
3
+$15.9M
4
MSFT icon
Microsoft
MSFT
+$9.91M
5
AMT icon
American Tower
AMT
+$9.78M

Top Sells

1
+$11.1M
2
+$10M
3
+$8.87M
4
AYI icon
Acuity Brands
AYI
+$6.85M
5
SBUX icon
Starbucks
SBUX
+$6.39M

Sector Composition

1 Technology 30.1%
2 Healthcare 18.05%
3 Financials 10.56%
4 Consumer Discretionary 9.68%
5 Consumer Staples 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$29.3M 0.46%
98,858
+2,550
52
$27.7M 0.44%
352,102
-22,267
53
$27.4M 0.43%
132,300
+3,792
54
$27.1M 0.43%
69,229
+145
55
$27M 0.43%
241,770
-19,361
56
$25.6M 0.41%
152,929
-1,373
57
$24.1M 0.38%
141,422
-1,585
58
$21.8M 0.35%
219,983
-2,665
59
$21.2M 0.34%
337,752
-38,534
60
$20.2M 0.32%
97,406
-101
61
$19M 0.3%
215,647
+1,525
62
$18.4M 0.29%
115,574
+103,521
63
$17.1M 0.27%
69,685
+840
64
$15.2M 0.24%
211,247
-2,293
65
$14.2M 0.23%
524,443
-36,228
66
$13.1M 0.21%
156,110
-1,540
67
$12.8M 0.2%
365,117
-93,485
68
$12.6M 0.2%
217,068
-2,550
69
$12.5M 0.2%
79,322
-43,555
70
$12.1M 0.19%
341,936
-24,361
71
$12.1M 0.19%
277,254
-7,565
72
$11.8M 0.19%
5,952
+295
73
$11.3M 0.18%
153,935
-23,789
74
$10.3M 0.16%
106,905
-2,340
75
$10.1M 0.16%
138,063
-4,650
1 2
3
4 5