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
$4.37B
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$31.6M
3
+$10.3M
4
GILD icon
Gilead Sciences
GILD
+$6.78M
5
AMT icon
American Tower
AMT
+$6.04M

Top Sells

1
+$86.6M
2
+$36.5M
3
+$18.9M
4
FISV
Fiserv Inc
FISV
+$4.67M
5
CHD icon
Church & Dwight Co
CHD
+$3.04M

Sector Composition

1 Technology 21.62%
2 Healthcare 18.51%
3 Consumer Staples 13.66%
4 Consumer Discretionary 9.87%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$406K 0.01%
6,710
-4,120
202
$405K 0.01%
6,530
203
$392K 0.01%
2,892
204
$388K 0.01%
925
205
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11,128
206
$384K 0.01%
12,500
207
$380K 0.01%
5,110
-390
208
$373K 0.01%
2,040
-25
209
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210
$370K 0.01%
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-506
211
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6,200
212
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5,183
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213
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9,533
214
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215
$353K 0.01%
4,400
216
$349K 0.01%
2,680
217
$338K 0.01%
13,300
218
$331K 0.01%
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-25
219
$328K 0.01%
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220
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10,000
221
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8,400
222
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1,775
223
$323K 0.01%
4,910
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224
$317K 0.01%
3,401
225
$313K 0.01%
7,058
-230
7 8
9
10 11