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
$9.75B
AUM Growth
-$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$16.5M
3
+$11.2M
4
PYPL icon
PayPal
PYPL
+$9.03M
5
WEX icon
WEX
WEX
+$4.66M

Top Sells

1
+$14.8M
2
+$11.9M
3
+$9.98M
4
ECL icon
Ecolab
ECL
+$9.69M
5
HDB icon
HDFC Bank
HDB
+$9.12M

Sector Composition

1 Technology 34.19%
2 Healthcare 19.81%
3 Financials 11.39%
4 Consumer Discretionary 10.23%
5 Communication Services 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$428K ﹤0.01%
7,864
-11,176
227
$427K ﹤0.01%
1,028
+940
228
$418K ﹤0.01%
9,925
229
$400K ﹤0.01%
1,729
+465
230
$395K ﹤0.01%
4,740
231
$388K ﹤0.01%
4,488
+955
232
$388K ﹤0.01%
3,277
+629
233
$385K ﹤0.01%
4,660
-7,685
234
$379K ﹤0.01%
12,044
235
$374K ﹤0.01%
2,755
+1,842
236
$373K ﹤0.01%
7,995
237
$366K ﹤0.01%
3,340
-660
238
$355K ﹤0.01%
2,058
+50
239
$355K ﹤0.01%
+4,968
240
$352K ﹤0.01%
2,128
241
$341K ﹤0.01%
4,002
-36
242
$339K ﹤0.01%
1,523
+587
243
$339K ﹤0.01%
4,442
-11,357
244
$331K ﹤0.01%
2,025
245
$326K ﹤0.01%
19,277
+13,313
246
$326K ﹤0.01%
1,976
-14
247
$317K ﹤0.01%
17,938
248
$301K ﹤0.01%
5,300
-100
249
$300K ﹤0.01%
4,900
250
$295K ﹤0.01%
6,439
-143
8 9
10
11 12