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
176
$757K 0.01%
4,450
177
$752K 0.01%
18,346
+11,304
178
$740K 0.01%
22,944
-100
179
$723K 0.01%
24,449
-6,094
180
$705K 0.01%
16,412
181
$705K 0.01%
+16,287
182
$703K 0.01%
8,030
183
$694K 0.01%
8,920
184
$664K 0.01%
26,174
-13,249
185
$654K 0.01%
4,835
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186
$651K 0.01%
15,536
-2,340
187
$647K 0.01%
14,709
-292
188
$643K 0.01%
10,210
189
$627K 0.01%
42,183
190
$625K 0.01%
6,828
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191
$619K 0.01%
6,321
192
$611K 0.01%
14,235
193
$609K 0.01%
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194
$595K 0.01%
11,649
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195
$588K 0.01%
4,045
+2,805
196
$584K 0.01%
2,555
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197
$582K 0.01%
2,977
198
$557K 0.01%
28,885
-3,500
199
$555K 0.01%
9,533
200
$550K 0.01%
11,189
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