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
101
$3.97M 0.1%
92,852
-610
102
$3.77M 0.09%
23,241
+13,323
103
$3.75M 0.09%
140,559
-125,240
104
$3.68M 0.09%
27,949
-6,237
105
$3.49M 0.09%
128,455
-8,205
106
$3.47M 0.09%
52,045
-4,407
107
$3.09M 0.08%
692,426
-96,363
108
$2.61M 0.06%
85,184
-1,857
109
$2.59M 0.06%
66,526
+61,317
110
$2.58M 0.06%
25,138
+907
111
$2.5M 0.06%
29,550
-2,595
112
$2.4M 0.06%
105,532
+4,800
113
$2.39M 0.06%
40,777
-685
114
$2.38M 0.06%
7,754
-500
115
$2.35M 0.06%
115,197
-1,812
116
$2.33M 0.06%
25,297
+3,827
117
$2.17M 0.05%
64,760
+64,740
118
$2.02M 0.05%
26,494
-125
119
$1.93M 0.05%
19,572
+4,985
120
$1.82M 0.05%
38,352
-23,972
121
$1.75M 0.04%
18,793
+18
122
$1.74M 0.04%
8,524
-722
123
$1.6M 0.04%
13,735
+5,685
124
$1.6M 0.04%
25,880
+20,395
125
$1.59M 0.04%
28,840
3 4
5
6 7