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
$4.37B
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$31.6M
3
+$10.3M
4
GILD icon
Gilead Sciences
GILD
+$6.78M
5
AMT icon
American Tower
AMT
+$6.04M

Top Sells

1
+$86.6M
2
+$36.5M
3
+$18.9M
4
FISV
Fiserv Inc
FISV
+$4.67M
5
CHD icon
Church & Dwight Co
CHD
+$3.04M

Sector Composition

1 Technology 21.62%
2 Healthcare 18.51%
3 Consumer Staples 13.66%
4 Consumer Discretionary 9.87%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.41M 0.17%
104,780
-9,174
77
$7.27M 0.17%
70,626
+572
78
$6.8M 0.16%
56,752
-385
79
$6.64M 0.15%
105,209
+67
80
$6.64M 0.15%
150,045
-2,842
81
$6.59M 0.15%
70,334
82
$6.52M 0.15%
125,345
-13,120
83
$6.51M 0.15%
109,874
-18,039
84
$6.31M 0.14%
90,669
-1,562
85
$5.95M 0.14%
112,745
+1,030
86
$5.94M 0.14%
99,691
+3,069
87
$5.81M 0.13%
51,721
-525
88
$5.6M 0.13%
31,939
-321
89
$5.35M 0.12%
106,777
+15,615
90
$5.23M 0.12%
90,317
-410
91
$5.22M 0.12%
81,747
-355
92
$4.83M 0.11%
115,260
+1,800
93
$4.5M 0.1%
333,870
-104,525
94
$4.2M 0.1%
63,065
+357
95
$4.11M 0.09%
24,646
+90
96
$4.1M 0.09%
129,234
+1,749
97
$3.78M 0.09%
361,696
-40,236
98
$3.66M 0.08%
42,878
-9,288
99
$3.63M 0.08%
83,436
-190
100
$3.55M 0.08%
53,045
-968
2 3
4
5 6