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
$3.9B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$11M
3
+$11M
4
AMT icon
American Tower
AMT
+$11M
5
XOM icon
Exxon Mobil
XOM
+$6.59M

Top Sells

1
+$18.5M
2
+$7.82M
3
+$6.46M
4
IBM icon
IBM
IBM
+$6.2M
5
MCD icon
McDonald's
MCD
+$3.26M

Sector Composition

1 Technology 22.14%
2 Healthcare 15.19%
3 Consumer Staples 14.02%
4 Industrials 13.53%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.99M 0.2%
101,831
+3,034
77
$7.85M 0.2%
173,589
-1,780
78
$7.73M 0.2%
699,138
+19,015
79
$7.71M 0.2%
56,172
-420
80
$7.28M 0.19%
64,848
+4,985
81
$7.12M 0.18%
75,170
+2,061
82
$6.87M 0.18%
89,895
+970
83
$6.8M 0.17%
44,305
-40,394
84
$6.22M 0.16%
51,698
-126
85
$5.87M 0.15%
89,668
-13,827
86
$5.6M 0.14%
470,616
-2,400
87
$5.45M 0.14%
41,605
+8,120
88
$5.24M 0.13%
843,029
-141,818
89
$4.89M 0.13%
90,159
-387
90
$4.61M 0.12%
149,139
-14,630
91
$4.33M 0.11%
69,173
+7,250
92
$4.29M 0.11%
61,123
-1,183
93
$4.25M 0.11%
91,990
-28,657
94
$4.23M 0.11%
151,919
-9,339
95
$4.21M 0.11%
113,422
-4,360
96
$4.19M 0.11%
76,390
+9,895
97
$3.93M 0.1%
70,334
98
$3.75M 0.1%
70,300
+300
99
$3.65M 0.09%
127,650
100
$3.53M 0.09%
32,200
+45
2 3
4
5 6