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
151
$1.22M 0.02%
41,514
-3,092
152
$1.21M 0.02%
27,544
153
$1.16M 0.02%
21,955
154
$1.14M 0.02%
11,367
155
$1.13M 0.02%
6,039
156
$1.13M 0.02%
13,370
+1,375
157
$1.11M 0.02%
6,445
+4,395
158
$1.1M 0.02%
5,165
159
$1.09M 0.02%
19,086
-501
160
$1.07M 0.02%
165,258
-1,060
161
$1.06M 0.02%
33,843
162
$1.04M 0.02%
7,069
163
$1.04M 0.02%
15,390
-615
164
$1.04M 0.02%
49,002
-113,623
165
$1.02M 0.02%
2,961
-235
166
$1.02M 0.02%
8,030
-245
167
$938K 0.02%
12,191
+180
168
$912K 0.02%
11,868
169
$858K 0.02%
53,535
170
$849K 0.02%
13,008
-1,080
171
$846K 0.02%
15,787
172
$845K 0.02%
54,367
-5,242
173
$837K 0.02%
8,894
174
$831K 0.02%
23,214
175
$816K 0.02%
4,749
5 6
7
8 9