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
76
$9.71M 0.18%
211,602
-14,102
77
$9.48M 0.17%
109,447
+2,405
78
$9.44M 0.17%
64,651
79
$9.29M 0.17%
5,348
+3,987
80
$9.14M 0.17%
198,036
+602
81
$8.24M 0.15%
65,795
-395
82
$7.76M 0.14%
132,800
+4,180
83
$7.06M 0.13%
147,775
-7,707
84
$6.92M 0.13%
104,763
-11,799
85
$6.76M 0.12%
32,361
+714
86
$6.58M 0.12%
87,468
-8,858
87
$6.08M 0.11%
56,841
-2,455
88
$5.75M 0.11%
84,424
-735
89
$5.36M 0.1%
19,935
90
$5.35M 0.1%
34,612
-8,884
91
$5.34M 0.1%
99,442
-365
92
$5.1M 0.09%
130,331
-8,797
93
$5.07M 0.09%
102,950
-94,418
94
$5.03M 0.09%
72,250
+5
95
$5M 0.09%
34,827
+226
96
$4.63M 0.09%
20,713
+2,630
97
$4.5M 0.08%
117,519
-72
98
$4.39M 0.08%
22,341
99
$4.27M 0.08%
72,061
-5,670
100
$4.05M 0.07%
21,560
+18,305
2 3
4
5 6