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
$3.28B
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$13.3M
3
+$8.04M
4
WEX icon
WEX
WEX
+$7.85M
5
UL icon
Unilever
UL
+$4.58M

Top Sells

1
+$9.5M
2
+$9.2M
3
+$5.28M
4
ATR icon
AptarGroup
ATR
+$4.68M
5
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
+$4.12M

Sector Composition

1 Technology 24.8%
2 Consumer Staples 15.41%
3 Healthcare 13.33%
4 Industrials 12.66%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$259K 0.01%
4,695
227
$258K 0.01%
3,345
228
$257K 0.01%
35,375
229
$252K 0.01%
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-885
230
$245K 0.01%
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231
$240K 0.01%
1,000
232
$238K 0.01%
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233
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234
$232K 0.01%
6,225
235
$232K 0.01%
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236
$227K 0.01%
5,095
+2,000
237
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238
$223K 0.01%
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239
$222K 0.01%
9,000
240
$218K 0.01%
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241
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242
$212K 0.01%
13,963
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243
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244
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245
$208K 0.01%
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246
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15,000
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247
$200K 0.01%
6,448
248
$199K 0.01%
3,000
249
$194K 0.01%
1,960
-225
250
$189K 0.01%
5,698
-886
8 9
10
11 12