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
201
$495K 0.01%
102,320
+11,600
202
$488K 0.01%
6,750
203
$480K 0.01%
5,945
+35
204
$467K 0.01%
9,533
205
$467K 0.01%
3,239
206
– –
0
207
$447K 0.01%
3,429
+461
208
$447K 0.01%
9,185
209
$445K 0.01%
6,173
+935
210
$430K 0.01%
3,613
-100
211
– –
0
212
$424K 0.01%
5,760
+700
213
$414K 0.01%
5,110
214
$413K 0.01%
10,000
215
$406K 0.01%
2,666
216
$404K 0.01%
19,455
217
$399K 0.01%
+9,640
218
$395K 0.01%
7,363
-13
219
$393K 0.01%
3,161
-54
220
$382K 0.01%
10,744
221
$381K 0.01%
12,500
222
$381K 0.01%
13,296
223
$380K 0.01%
8,990
+1,900
224
$372K 0.01%
4,400
-46
225
$370K 0.01%
6,217
7 8
9
10 11