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
$4.37B
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
FI icon
Fiserv
FI
+$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
1
$225M 5.15%
2,212,441
+19,180
2
$195M 4.46%
5,210,736
-20,228
3
$159M 3.65%
3,205,466
-93,998
4
$156M 3.56%
1,337,854
-9,852
5
$141M 3.22%
2,149,424
+7,636
6
$140M 3.2%
1,270,873
-12,095
7
$135M 3.09%
1,190,355
+53,324
8
$130M 2.98%
1,476,828
-5,790
9
$120M 2.75%
2,511,012
-63,484
10
$118M 2.7%
1,701,547
-524,757
11
$117M 2.66%
1,571,532
-10,242
12
$100M 2.29%
1,035,929
-736
13
$90.4M 2.07%
1,035,385
-3,502
14
$89.8M 2.05%
1,895,524
-15,349
15
$87.9M 2.01%
1,624,343
+61,975
16
$87.5M 2%
837,042
+51,173
17
$86.4M 1.98%
1,811,184
+120,450
18
$84M 1.92%
1,985,447
+28,982
19
$83.7M 1.91%
1,453,134
-629
20
$79.9M 1.83%
738,877
+11,196
21
$79.3M 1.81%
656,551
-17,489
22
$78.9M 1.8%
1,233,639
-5,334
23
$73.3M 1.68%
816,437
+5,310
24
$72.4M 1.66%
3,482,958
+53,128
25
$71.7M 1.64%
607,284
-5,188
1
2 3 4 5