LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.4B
1-Year Est. Return 11.1%
This Quarter Est. Return
1 Year Est. Return
+11.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.97B
AUM Growth
-$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$14.1M
3
+$9.94M
4
ADBE icon
Adobe
ADBE
+$6.79M
5
TTD icon
Trade Desk
TTD
+$6.74M

Top Sells

1
+$17M
2
+$13.3M
3
+$11.9M
4
WEX icon
WEX
WEX
+$9.88M
5
MA icon
Mastercard
MA
+$8.14M

Sector Composition

1 Technology 33.12%
2 Healthcare 17.77%
3 Financials 11.68%
4 Consumer Discretionary 11.17%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$241K ﹤0.01%
13,897
227
$233K ﹤0.01%
1,230
-140
228
$226K ﹤0.01%
614
-175
229
$220K ﹤0.01%
2,025
230
$216K ﹤0.01%
490
+10
231
$205K ﹤0.01%
329
232
$203K ﹤0.01%
2,600
-500
233
$203K ﹤0.01%
1,400
234
$198K ﹤0.01%
1,965
235
$197K ﹤0.01%
3,330
236
$195K ﹤0.01%
4,900
+2,800
237
$194K ﹤0.01%
14,850
-250
238
$193K ﹤0.01%
3,000
-2,075
239
$193K ﹤0.01%
6,000
-1,000
240
$191K ﹤0.01%
8,050
-130
241
$189K ﹤0.01%
4,466
242
$178K ﹤0.01%
1,203
+5
243
$175K ﹤0.01%
9,600
+3,200
244
$175K ﹤0.01%
1,140
245
$171K ﹤0.01%
15,536
246
$171K ﹤0.01%
1,480
247
$168K ﹤0.01%
3,900
248
$168K ﹤0.01%
2,000
249
$166K ﹤0.01%
1,000
250
$163K ﹤0.01%
685
-159
8 9
10
11 12