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
251
$293K ﹤0.01%
9,975
+345
252
$293K ﹤0.01%
5,962
253
$292K ﹤0.01%
875
-20
254
$285K ﹤0.01%
3,166
255
$285K ﹤0.01%
13,005
256
$283K ﹤0.01%
3,569
+3,439
257
$283K ﹤0.01%
25,000
258
$283K ﹤0.01%
15,536
259
$282K ﹤0.01%
120
-269
260
$279K ﹤0.01%
1,315
-50
261
$278K ﹤0.01%
16,966
262
$277K ﹤0.01%
6,250
263
$276K ﹤0.01%
2,095
264
$274K ﹤0.01%
1,200
265
$273K ﹤0.01%
3,265
266
$272K ﹤0.01%
5,060
267
$270K ﹤0.01%
2,259
268
$269K ﹤0.01%
1,777
269
$268K ﹤0.01%
3,598
270
$266K ﹤0.01%
1,000
271
$262K ﹤0.01%
804
-185
272
$262K ﹤0.01%
1,007
-2
273
$259K ﹤0.01%
2,164
-5,000
274
$257K ﹤0.01%
4,340
275
$257K ﹤0.01%
1,965
-574
9 10
11
12 13