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
251
$188K 0.01%
7,315
252
$186K 0.01%
4,200
253
$180K 0.01%
3,100
+1,000
254
$176K 0.01%
2,937
-675
255
$174K 0.01%
3,466
256
$172K 0.01%
5,531
-4
257
$170K 0.01%
1,480
258
$163K 0.01%
1,855
259
$161K ﹤0.01%
1,786
260
$161K ﹤0.01%
4,925
-364
261
– –
0
262
$160K ﹤0.01%
10,247
263
$159K ﹤0.01%
1,550
264
$156K ﹤0.01%
2,019
-149
265
$156K ﹤0.01%
22,247
266
$153K ﹤0.01%
5,860
-2,229
267
$153K ﹤0.01%
5,021
-188
268
$153K ﹤0.01%
5,717
-2,000
269
$152K ﹤0.01%
2,525
-77,699
270
$145K ﹤0.01%
5,875
271
$145K ﹤0.01%
2,948
272
$142K ﹤0.01%
+3,867
273
$142K ﹤0.01%
2,557
274
$140K ﹤0.01%
11,908
275
$135K ﹤0.01%
2,000
9 10
11
12 13