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
126
$1.97M 0.04%
13,225
127
$1.89M 0.03%
11,372
128
$1.85M 0.03%
27,682
-6,421
129
$1.85M 0.03%
46,292
-3,175
130
$1.79M 0.03%
6
131
$1.76M 0.03%
112,212
132
$1.74M 0.03%
19,202
+671
133
$1.73M 0.03%
6,481
+10
134
$1.67M 0.03%
111,900
-41,025
135
$1.63M 0.03%
24,233
+136
136
$1.62M 0.03%
16,655
-599
137
$1.61M 0.03%
22,536
-40
138
$1.59M 0.03%
19,443
139
$1.58M 0.03%
6,327
+165
140
$1.54M 0.03%
40,980
+16,620
141
$1.38M 0.03%
13,515
142
$1.35M 0.02%
13,643
-310
143
$1.35M 0.02%
7,241
144
$1.33M 0.02%
23,640
145
$1.31M 0.02%
11,249
+85
146
$1.3M 0.02%
16,180
147
$1.3M 0.02%
43,987
+2,500
148
$1.29M 0.02%
28,674
149
$1.25M 0.02%
10,125
150
$1.23M 0.02%
7,872
-650
4 5
6
7 8