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
101
$3.36M 0.05%
9,039
-15
102
$3.19M 0.05%
101,925
+1,449
103
$3.14M 0.05%
40,682
-143,526
104
$3.14M 0.05%
97,133
-507
105
$3.11M 0.05%
26,873
-2,773
106
$2.96M 0.05%
8,373
-100
107
$2.89M 0.05%
43,888
-110
108
$2.89M 0.05%
54,962
-240
109
$2.77M 0.04%
17,372
+1,503
110
$2.66M 0.04%
63,628
-925
111
$2.63M 0.04%
14,750
112
$2.59M 0.04%
19,631
+70
113
$2.55M 0.04%
7,143
114
$2.5M 0.04%
17,781
115
$2.41M 0.04%
47,623
+2,315
116
$2.33M 0.04%
17,462
-1,519
117
$2.25M 0.04%
52,456
-1,147
118
$2.23M 0.04%
13,899
-7,152
119
$2.23M 0.04%
7,659
+1,009
120
$2.2M 0.03%
38,118
+15,755
121
$2.14M 0.03%
13,225
122
$2.08M 0.03%
14,362
-836
123
$2.07M 0.03%
38,284
124
$2.05M 0.03%
13,664
-360
125
$1.98M 0.03%
10,365
3 4
5
6 7