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
726
$1K ﹤0.01%
61
727
$1K ﹤0.01%
12
728
$1K ﹤0.01%
500
729
$1K ﹤0.01%
28
730
$1K ﹤0.01%
46
731
$1K ﹤0.01%
16
732
$1K ﹤0.01%
41
733
$1K ﹤0.01%
27
734
$1K ﹤0.01%
17
735
– –
-7
736
– –
-2
737
$0 ﹤0.01%
24
738
– –
-11
739
– –
-1
740
– –
-2,275
741
– –
-59
742
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-11
743
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-3
744
– –
-1
745
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-7
746
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-22
747
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-65
748
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-1
749
– –
-12
750
– –
-2,340
28 29
30
31 32