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
176
$662K 0.02%
8,200
+8,000
177
$661K 0.02%
20,884
-300
178
$632K 0.02%
7,565
179
$626K 0.02%
14,641
180
$620K 0.02%
27,500
181
$613K 0.02%
2,688
182
$607K 0.02%
15,815
+10,100
183
$602K 0.02%
10,242
-360
184
$601K 0.02%
16,550
-1,300
185
$600K 0.02%
12,541
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186
$596K 0.02%
5,410
187
$591K 0.02%
6,655
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188
$576K 0.01%
+10,740
189
$572K 0.01%
6,637
190
$559K 0.01%
14,000
191
$550K 0.01%
+13,000
192
$544K 0.01%
11,017
+2,800
193
$537K 0.01%
39,250
194
$537K 0.01%
+15,000
195
$524K 0.01%
11,662
+500
196
$505K 0.01%
6,125
197
$496K 0.01%
20,980
198
$483K 0.01%
7,928
+1
199
$483K 0.01%
20,500
+13,000
200
$481K 0.01%
10,700
-64
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