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
201
$529K 0.01%
2,000
202
$511K 0.01%
6,750
203
$496K 0.01%
2,941
204
$496K 0.01%
7,358
205
$489K 0.01%
2,505
206
$488K 0.01%
3,821
207
$478K 0.01%
4,209
208
$475K 0.01%
2,580
209
$472K 0.01%
4,400
210
$441K 0.01%
3,239
211
$440K 0.01%
8,250
-412
212
$438K 0.01%
3,750
213
$410K 0.01%
3,637
-210
214
$404K 0.01%
2,419
215
$402K 0.01%
15,602
-1,000
216
$398K 0.01%
10,000
217
$389K 0.01%
10,103
218
$389K 0.01%
3,020
219
$387K 0.01%
3,418
220
$367K 0.01%
11,684
221
$357K 0.01%
3,405
-1,075
222
$354K 0.01%
20,040
223
$353K 0.01%
3,585
-337
224
$352K 0.01%
2,019
225
$339K 0.01%
4,825
-285
7 8
9
10 11