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
251
$161K ﹤0.01%
4,320
252
$160K ﹤0.01%
4,774
+1,027
253
$157K ﹤0.01%
3,463
-2,465
254
$155K ﹤0.01%
1,148
-225
255
$152K ﹤0.01%
3,606
+48
256
$149K ﹤0.01%
955
+557
257
$149K ﹤0.01%
1,860
-40
258
$149K ﹤0.01%
3,082
259
$148K ﹤0.01%
1,470
-720
260
$148K ﹤0.01%
1,500
261
$147K ﹤0.01%
2,734
262
$147K ﹤0.01%
3,000
263
$146K ﹤0.01%
3,295
264
$143K ﹤0.01%
1,994
265
$142K ﹤0.01%
6,473
266
$140K ﹤0.01%
2,000
267
$140K ﹤0.01%
2,225
+600
268
$135K ﹤0.01%
10,160
-23,367
269
$134K ﹤0.01%
1,988
270
$134K ﹤0.01%
2,200
271
$134K ﹤0.01%
1,510
-40
272
$130K ﹤0.01%
9,617
-4,288
273
$130K ﹤0.01%
1,672
+600
274
$130K ﹤0.01%
+6,247
275
$127K ﹤0.01%
4,695
-5,044
9 10
11
12 13