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
$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
1
$445M 7.05%
1,999,256
-27,890
2
$259M 4.1%
4,625,280
-108,362
3
$250M 3.97%
1,100,752
-23,063
4
$233M 3.7%
2,832,891
-34,024
5
$226M 3.59%
1,274,749
-864
6
$223M 3.53%
1,533,273
+67,281
7
$204M 3.22%
2,112,694
+2,541
8
$202M 3.2%
1,766,904
+86,628
9
$196M 3.1%
1,299,682
-35,045
10
$194M 3.08%
968,569
-245
11
$175M 2.77%
1,950,326
-52,037
12
$151M 2.4%
1,186,057
+11,087
13
$149M 2.37%
2,036,827
-25,628
14
$149M 2.36%
2,471,460
+52,720
15
$138M 2.18%
1,787,652
+12,989
16
$137M 2.18%
883,638
+62,585
17
$133M 2.11%
2,245,018
-4,651
18
$124M 1.96%
486,733
+62,261
19
$116M 1.83%
2,052,576
-15,464
20
$108M 1.71%
1,202,994
-15,241
21
$103M 1.63%
1,877,313
-4,910
22
$101M 1.6%
1,437,716
-2,554
23
$97.2M 1.54%
647,895
+3,368
24
$92.4M 1.46%
1,625,953
-112,445
25
$83.1M 1.32%
1,011,739
+80,740
1
2 3 4 5