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
101
$3.54M 0.08%
65,091
-2,050
102
$3.44M 0.08%
22,632
+423
103
$3.16M 0.07%
70,460
104
$3.11M 0.07%
59,457
-264
105
$3.03M 0.07%
11,447
+7,514
106
$2.98M 0.07%
13,271
-8,520
107
$2.97M 0.07%
105,532
108
$2.94M 0.07%
66,328
-3,056
109
$2.94M 0.07%
24,001
110
$2.67M 0.06%
83,017
-97
111
$2.62M 0.06%
109,071
-270
112
$2.52M 0.06%
26,004
-131
113
$2.44M 0.06%
7,784
+50
114
$2.17M 0.05%
+17,233
115
$2.07M 0.05%
26,293
+2,165
116
$1.95M 0.04%
30,776
-145
117
$1.93M 0.04%
26,672
-15
118
$1.92M 0.04%
35,639
+10,125
119
$1.84M 0.04%
28,840
120
$1.82M 0.04%
21,550
121
$1.79M 0.04%
35,886
-45,436
122
$1.78M 0.04%
53,774
-356
123
$1.75M 0.04%
21,780
-5,990
124
$1.66M 0.04%
18,225
-18
125
$1.65M 0.04%
26,715
+19,560
3 4
5
6 7