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
$6.31B
AUM Growth
+$553M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$16.5M
3
+$15.9M
4
MSFT icon
Microsoft
MSFT
+$9.91M
5
AMT icon
American Tower
AMT
+$9.78M

Top Sells

1
+$11.1M
2
+$10M
3
+$8.87M
4
AYI icon
Acuity Brands
AYI
+$6.85M
5
SBUX icon
Starbucks
SBUX
+$6.39M

Sector Composition

1 Technology 30.1%
2 Healthcare 18.05%
3 Financials 10.56%
4 Consumer Discretionary 9.68%
5 Consumer Staples 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.42M 0.15%
99,629
-5,847
77
$9.38M 0.15%
53,236
+1,941
78
$8.81M 0.14%
186,411
-7,490
79
$8.34M 0.13%
68,210
-471
80
$8.17M 0.13%
57,892
-175
81
$8.03M 0.13%
27,419
82
$7.9M 0.13%
32,799
+13,750
83
$7.85M 0.12%
46,992
-9,736
84
$6.63M 0.11%
58,726
-1,015
85
$6.5M 0.1%
140,696
-5,956
86
$6.4M 0.1%
94,521
-27
87
$6.29M 0.1%
44,372
-930
88
$5.91M 0.09%
121,530
-7,124
89
$5.42M 0.09%
19,194
+1,878
90
$5.35M 0.08%
72,643
-2,081
91
$4.89M 0.08%
100,523
-1,120
92
$4.51M 0.07%
58,253
-621
93
$4.31M 0.07%
79,639
-26,436
94
$4.26M 0.07%
32,859
-831
95
$4.17M 0.07%
22,251
-45
96
$3.97M 0.06%
26,549
+25,618
97
$3.9M 0.06%
78,768
98
$3.85M 0.06%
58,713
99
$3.73M 0.06%
20,672
-200
100
$3.53M 0.06%
45,736
-1,876
2 3
4
5 6