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
151
$1.07M 0.03%
22,537
152
$1.06M 0.03%
41,958
-1,264
153
$1.06M 0.03%
929
154
$1.04M 0.03%
88,075
155
$1.04M 0.03%
10,056
+1,440
156
$979K 0.03%
63,180
-14,520
157
$969K 0.02%
5,000
158
$964K 0.02%
7,416
159
$925K 0.02%
8,050
160
$794K 0.02%
4,748
-3,115
161
$774K 0.02%
60,300
162
$741K 0.02%
27,465
+25,000
163
$738K 0.02%
41,240
-3,000
164
$731K 0.02%
18,364
+12,059
165
$724K 0.02%
11,824
+9,000
166
$701K 0.02%
13,381
-4,674
167
$695K 0.02%
10,605
168
$687K 0.02%
5,330
+2,500
169
$683K 0.02%
16,000
170
$680K 0.02%
12,256
171
$680K 0.02%
4,795
172
$679K 0.02%
11,900
173
$675K 0.02%
15,009
+295
174
$675K 0.02%
19,327
+4,444
175
$666K 0.02%
6,994
5 6
7
8 9