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
151
$1.19M 0.02%
40,500
-387
152
$1.16M 0.02%
24,824
-800
153
$1.16M 0.02%
10,625
+5,225
154
$1.12M 0.02%
48,435
155
$1.09M 0.02%
10,717
-650
156
$1.06M 0.02%
4,745
+140
157
$1.06M 0.02%
12,140
158
$1.02M 0.02%
7,400
-1,065
159
$1.02M 0.02%
31,094
160
$978K 0.02%
11,092
-1,140
161
$920K 0.01%
2,505
-190
162
$918K 0.01%
12,011
163
$881K 0.01%
13,002
164
$870K 0.01%
8,429
-465
165
$842K 0.01%
13,458
-4,218
166
$839K 0.01%
4,749
167
$834K 0.01%
20,525
-370
168
$834K 0.01%
15,787
169
$828K 0.01%
57,060
-1,360
170
$821K 0.01%
11,795
-5,226
171
$814K 0.01%
51,214
-2,803
172
$798K 0.01%
16,000
173
$797K 0.01%
3,827
174
$789K 0.01%
20,000
175
$782K 0.01%
8,780
5 6
7
8 9