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
$3.9B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$11M
3
+$11M
4
AMT icon
American Tower
AMT
+$11M
5
XOM icon
Exxon Mobil
XOM
+$6.59M

Top Sells

1
+$18.5M
2
+$7.82M
3
+$6.46M
4
IBM icon
IBM
IBM
+$6.2M
5
MCD icon
McDonald's
MCD
+$3.26M

Sector Composition

1 Technology 22.14%
2 Healthcare 15.19%
3 Consumer Staples 14.02%
4 Industrials 13.53%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.31M 0.08%
29,115
+440
102
$3.03M 0.08%
33,261
-27,622
103
$2.84M 0.07%
8,379
+250
104
$2.71M 0.07%
24,396
105
$2.65M 0.07%
89,630
+1,652
106
$2.57M 0.07%
49,301
-1,115
107
$2.55M 0.07%
35,278
-1,530
108
$2.46M 0.06%
40,462
-2,590
109
$2.29M 0.06%
18,002
110
$2.12M 0.05%
10,335
-13
111
$2.01M 0.05%
23,555
+4,650
112
$1.99M 0.05%
29,756
-500
113
$1.98M 0.05%
100,732
114
$1.94M 0.05%
26,200
-10
115
$1.92M 0.05%
27,859
-685
116
$1.86M 0.05%
49,501
-65,248
117
$1.81M 0.05%
21,470
-22
118
$1.78M 0.05%
25,614
-4,573
119
$1.77M 0.05%
14,834
+2,165
120
$1.64M 0.04%
8,991
121
$1.63M 0.04%
56,208
-4,480
122
$1.59M 0.04%
17,148
+1,985
123
$1.58M 0.04%
11,674
+5,125
124
$1.58M 0.04%
7
125
$1.57M 0.04%
16,165
3 4
5
6 7