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
$4.04B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$51.4M
2
+$30.4M
3
+$18M
4
AMT icon
American Tower
AMT
+$15.2M
5
DHR icon
Danaher
DHR
+$13.1M

Top Sells

1
+$38.2M
2
+$32.8M
3
+$16.9M
4
DE icon
Deere & Co
DE
+$8.72M
5
TRMB icon
Trimble
TRMB
+$8.46M

Sector Composition

1 Technology 20.13%
2 Healthcare 18.66%
3 Consumer Staples 13.95%
4 Consumer Discretionary 10.45%
5 Industrials 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.32M 0.18%
211,083
+27,456
77
$7.04M 0.17%
411,745
+328,085
78
$6.97M 0.17%
105,010
+5,657
79
$6.77M 0.17%
159,458
-19,268
80
$6.75M 0.17%
74,997
+15,305
81
$6.37M 0.16%
108,657
+108,445
82
$6.31M 0.16%
88,711
+61,294
83
$6.19M 0.15%
93,711
+42,175
84
$6.19M 0.15%
104,425
+15,771
85
$6.18M 0.15%
186,362
+6,110
86
$5.84M 0.14%
63,026
+5,944
87
$5.68M 0.14%
52,273
-950
88
$5.45M 0.13%
36,221
+24,494
89
$5.07M 0.13%
42,040
-500
90
$4.8M 0.12%
470,344
-4,492
91
$4.71M 0.12%
81,768
+11,970
92
$4.68M 0.12%
71,084
+750
93
$4.67M 0.12%
61,261
-114,352
94
$4.67M 0.12%
88,219
-386
95
$4.56M 0.11%
69,018
+1,895
96
$4.44M 0.11%
88,017
+2,038
97
$4.32M 0.11%
393,295
-270,164
98
$4.3M 0.11%
92,025
-26,011
99
$4.26M 0.11%
78,304
+2,049
100
$4M 0.1%
118,500
-11,040
2 3
4
5 6