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
$3.92B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$725K
2
+$510K
3
+$501K
4
AIG.WS
American International Group, Inc.
AIG.WS
+$292K
5
ET icon
Energy Transfer Partners
ET
+$205K

Sector Composition

1 Technology 21.26%
2 Healthcare 17.49%
3 Consumer Staples 13.35%
4 Industrials 11.61%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.25M 0.18%
118,036
77
$7.12M 0.18%
111,026
78
$6.92M 0.18%
265,799
79
$6.08M 0.16%
43,609
80
$6.07M 0.15%
53,223
81
$5.96M 0.15%
88,654
82
$5.76M 0.15%
59,692
83
$5.7M 0.15%
42,540
84
$5.32M 0.14%
34,186
85
$5.24M 0.13%
57,082
86
$5.09M 0.13%
77,340
87
$5.01M 0.13%
474,836
88
$4.81M 0.12%
788,789
89
$4.67M 0.12%
85,979
90
$4.6M 0.12%
663,459
91
$4.55M 0.12%
67,123
92
$4.41M 0.11%
70,334
93
$4.29M 0.11%
76,255
94
$4.15M 0.11%
88,605
95
$3.89M 0.1%
69,798
96
$3.84M 0.1%
29,606
97
$3.78M 0.1%
93,462
98
$3.75M 0.1%
136,660
99
$3.61M 0.09%
56,452
-2,992
100
$3.36M 0.09%
62,324
2 3
4
5 6