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
$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
1
$323M 5.92%
2,131,094
-30,342
2
$201M 3.7%
1,301,229
-9,112
3
$199M 3.65%
1,392,493
+22,718
4
$196M 3.6%
2,987,706
-23,402
5
$195M 3.59%
5,113,664
-2,138
6
$186M 3.41%
1,177,435
-24,498
7
$174M 3.19%
2,108,720
+11,186
8
$170M 3.12%
2,060,283
-6,852
9
$165M 3.03%
1,408,887
-16,537
10
$138M 2.54%
979,252
+7,883
11
$130M 2.39%
1,521,803
-8,051
12
$128M 2.35%
1,185,323
+19,523
13
$125M 2.3%
1,765,510
+11,837
14
$123M 2.25%
2,327,380
+16,720
15
$121M 2.22%
2,119,455
+6,664
16
$118M 2.17%
1,130,042
+77,016
17
$116M 2.13%
2,307,042
-63,651
18
$113M 2.08%
1,498,826
-26,207
19
$105M 1.93%
1,826,652
+13,195
20
$104M 1.9%
1,872,031
-7,406
21
$90.4M 1.66%
2,136,892
+1,464
22
$87.2M 1.6%
1,439,535
+9,764
23
$82.5M 1.51%
590,196
-6,501
24
$80.3M 1.47%
959,843
-9,891
25
$76.6M 1.41%
953,772
-92,402
1
2 3 4 5