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
851
– –
-26
852
$0 ﹤0.01%
9
853
– –
-32
854
– –
-13
855
$0 ﹤0.01%
11
856
– –
-995
857
$0 ﹤0.01%
6
858
– –
-4
859
– –
-3
860
– –
-4
861
$0 ﹤0.01%
29
862
– –
-19
863
– –
-88
864
– –
-33
865
– –
-14
866
– –
-35
867
– –
-10
868
– –
-20
869
– –
-7
870
– –
-10
871
– –
-1,562
872
– –
-11
873
– –
-29
874
– –
-9
875
– –
-1,518
33 34
35
36 37