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
201
$480K 0.01%
7,275
202
$478K 0.01%
+8,687
203
$476K 0.01%
4,402
204
$476K 0.01%
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205
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+10,000
206
$473K 0.01%
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207
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208
$466K 0.01%
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209
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210
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3,980
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211
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212
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5,276
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213
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214
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215
$421K 0.01%
1,747
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216
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8,400
217
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218
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4,525
219
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20,515
-3,345
220
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33,154
221
$384K 0.01%
12,907
-1,325
222
$382K 0.01%
6,666
223
$377K 0.01%
3,355
+130
224
$368K 0.01%
9,533
225
$367K 0.01%
+4,222
7 8
9
10 11