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
126
$1.56M 0.04%
5,380
+4,045
127
$1.55M 0.04%
28,840
128
$1.52M 0.04%
13,225
129
$1.51M 0.04%
38,568
+2,128
130
$1.49M 0.04%
9,373
-248
131
$1.49M 0.04%
14,425
132
$1.45M 0.04%
+34,264
133
$1.44M 0.04%
92,820
+1,560
134
$1.4M 0.04%
8,050
135
$1.36M 0.03%
27,546
+1,071
136
$1.35M 0.03%
18,775
137
$1.34M 0.03%
27,205
+24,805
138
$1.32M 0.03%
11,878
+6,110
139
$1.29M 0.03%
22,327
140
$1.25M 0.03%
22,350
+500
141
$1.25M 0.03%
124,838
142
$1.24M 0.03%
31,810
+13,000
143
$1.22M 0.03%
16,054
+200
144
$1.21M 0.03%
18,155
145
$1.2M 0.03%
27,770
146
$1.16M 0.03%
19,970
-200
147
$1.15M 0.03%
15,800
-860
148
$1.11M 0.03%
39,647
-469
149
$1.09M 0.03%
18,426
-2,708
150
$1.08M 0.03%
18,570
4 5
6
7 8