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
101
$3.95M 0.07%
59,293
+1,295
102
$3.6M 0.07%
32,911
-1,325
103
$3.56M 0.07%
108,294
104
$3.51M 0.06%
63,888
-1,838
105
$3.38M 0.06%
55,762
-1,624
106
$3.37M 0.06%
86,448
-4
107
$3.21M 0.06%
22,170
-277
108
$2.89M 0.05%
21,340
-54
109
$2.89M 0.05%
87,024
-86,436
110
$2.79M 0.05%
19,065
111
$2.71M 0.05%
8,523
112
$2.64M 0.05%
8,964
+75
113
$2.56M 0.05%
74,444
+465
114
$2.51M 0.05%
14,750
+3,135
115
$2.46M 0.05%
56,075
116
$2.38M 0.04%
16,262
-450
117
$2.34M 0.04%
32,738
+1,279
118
$2.28M 0.04%
166,760
-12,020
119
$2.24M 0.04%
43,982
-880
120
$2.23M 0.04%
14,228
-665
121
$2.19M 0.04%
8,474
+6,699
122
$2.14M 0.04%
32,145
123
$2.13M 0.04%
34,675
-665
124
$2.09M 0.04%
29,681
-110
125
$2.07M 0.04%
37,920
3 4
5
6 7