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
$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
126
$1.98M 0.03%
31,854
127
$1.92M 0.03%
6
128
$1.91M 0.03%
31,603
-355
129
$1.86M 0.03%
111,652
-560
130
$1.83M 0.03%
26,902
+203
131
$1.77M 0.03%
15,780
132
$1.75M 0.03%
25,675
-1,938
133
$1.69M 0.03%
22,079
-51,182
134
$1.69M 0.03%
7,465
135
$1.64M 0.03%
6,996
-45
136
$1.53M 0.02%
101,290
+8,150
137
$1.52M 0.02%
42,876
138
$1.51M 0.02%
13,670
+155
139
$1.48M 0.02%
209,880
140
$1.39M 0.02%
42,223
141
$1.39M 0.02%
15,792
-8,921
142
$1.37M 0.02%
15,488
143
$1.36M 0.02%
15,505
+860
144
$1.33M 0.02%
21,800
-1,225
145
$1.3M 0.02%
23,424
-61
146
$1.27M 0.02%
34,050
-1,200
147
$1.26M 0.02%
6,808
148
$1.26M 0.02%
11,843
149
$1.25M 0.02%
7,560
-30
150
$1.24M 0.02%
6,011
4 5
6
7 8