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
$4.04B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$51.4M
2
+$30.4M
3
+$18M
4
AMT icon
American Tower
AMT
+$15.2M
5
DHR icon
Danaher
DHR
+$13.1M

Top Sells

1
+$38.2M
2
+$32.8M
3
+$16.9M
4
DE icon
Deere & Co
DE
+$8.72M
5
TRMB icon
Trimble
TRMB
+$8.46M

Sector Composition

1 Technology 20.13%
2 Healthcare 18.66%
3 Consumer Staples 13.95%
4 Consumer Discretionary 10.45%
5 Industrials 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$213M 5.28%
2,189,164
+46,342
2
$187M 4.63%
5,277,424
+175,186
3
$163M 4.05%
3,575,158
-59,460
4
$129M 3.19%
2,066,579
+209,652
5
$126M 3.13%
1,308,371
+34,655
6
$126M 3.12%
1,488,834
+17,632
7
$125M 3.09%
1,342,930
+59,099
8
$118M 2.93%
2,115,886
+122,621
9
$115M 2.85%
2,709,550
-46,816
10
$106M 2.63%
1,591,966
+56,810
11
$105M 2.61%
1,087,594
+156,422
12
$101M 2.49%
3,469,134
+63,080
13
$86.8M 2.15%
1,445,322
+66,190
14
$86.5M 2.14%
1,441,373
+125,095
15
$82.4M 2.04%
1,911,280
+59,592
16
$82.4M 2.04%
1,820,747
+670,968
17
$81.7M 2.02%
1,047,702
+5,531
18
$78M 1.93%
1,406,306
-18,453
19
$76.7M 1.9%
1,268,140
+11,135
20
$74.4M 1.84%
621,652
+36,882
21
$70.9M 1.76%
1,578,974
+107,754
22
$68.6M 1.7%
968,797
+42,820
23
$68.5M 1.7%
668,673
+23,968
24
$65M 1.61%
818,066
-19,013
25
$64.8M 1.6%
630,392
-9,926
1
2 3 4 5