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
176
$813K 0.01%
6,687
177
$813K 0.01%
23,044
-274
178
$795K 0.01%
20,356
179
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16,000
-14
180
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4,015
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181
$756K 0.01%
25,084
182
$754K 0.01%
14,251
-1,372
183
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3,637
184
$718K 0.01%
16,776
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185
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13,002
186
$677K 0.01%
29,820
187
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188
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189
$659K 0.01%
22,187
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190
$635K 0.01%
2,710
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191
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192
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194
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195
$568K 0.01%
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196
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32,385
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197
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4,385
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198
$515K 0.01%
2,580
199
$512K 0.01%
6,713
+2
200
$495K 0.01%
2,000
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