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
151
$1.07M 0.02%
16,724
-100
152
$1.07M 0.02%
6,990
+210
153
$983K 0.02%
4,749
154
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10,499
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155
$874K 0.02%
6,420
156
$869K 0.02%
21,955
-130
157
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5,295
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158
$854K 0.02%
27,500
159
$843K 0.02%
17,882
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160
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161
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18,437
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162
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3,496
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163
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164
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11,894
165
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166
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171
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44,084
172
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8,523
173
$684K 0.02%
10,093
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174
$661K 0.02%
8,080
175
$655K 0.02%
15,271
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