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
126
$1.61M 0.04%
28,135
-548
127
$1.59M 0.04%
13,225
128
$1.57M 0.04%
11,707
-195
129
$1.44M 0.03%
28,709
130
$1.42M 0.03%
23,988
-7,447
131
$1.39M 0.03%
45,859
132
$1.39M 0.03%
45,268
133
$1.37M 0.03%
17,655
134
$1.37M 0.03%
112,212
135
$1.37M 0.03%
929
136
$1.37M 0.03%
6,318
137
$1.37M 0.03%
22,327
138
$1.33M 0.03%
7,625
+125
139
$1.31M 0.03%
215,175
-33,735
140
$1.3M 0.03%
10,355
+76
141
$1.3M 0.03%
6
142
$1.25M 0.03%
12,187
-230
143
$1.19M 0.03%
6,738
-6
144
$1.19M 0.03%
17,297
-81
145
$1.17M 0.03%
13,940
146
$1.16M 0.03%
+30,929
147
$1.16M 0.03%
8,766
+500
148
$1.12M 0.03%
18,839
149
$1.09M 0.02%
23,640
+6,585
150
$1.08M 0.02%
57,675
-750
4 5
6
7 8