LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
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
1
$186M 4.76%
2,155,596
+2,033
2
$177M 4.53%
5,153,558
-10,990
3
$136M 3.47%
1,968,299
-12,914
4
$133M 3.4%
3,741,374
-17,202
5
$126M 3.23%
1,512,206
-222,057
6
$122M 3.11%
1,288,266
-14,251
7
$120M 3.08%
1,617,909
-37,499
8
$120M 3.07%
1,302,026
-8,880
9
$112M 2.86%
2,833,900
-13,178
10
$106M 2.72%
1,532,672
-11,992
11
$97.7M 2.5%
1,057,247
+71,229
12
$97.1M 2.49%
1,686,414
+541
13
$90.5M 2.32%
1,249,822
+8,419
14
$84.1M 2.15%
913,529
+10,970
15
$82.3M 2.11%
635,436
+1,539
16
$78.5M 2.01%
862,215
-19,482
17
$74.7M 1.91%
1,844,749
-3,786
18
$74.6M 1.91%
3,524,504
-68,148
19
$68.7M 1.76%
657,363
+1,947
20
$67.7M 1.73%
1,456,936
-12,666
21
$66.3M 1.7%
1,471,703
-1,647
22
$66.2M 1.7%
1,258,039
+24,080
23
$63M 1.61%
563,296
-1,061
24
$57.1M 1.46%
2,068,120
-31,640
25
$56.3M 1.44%
569,560
+32,392
1
2 3 4 5