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
276
$134K ﹤0.01%
9,315
277
$133K ﹤0.01%
1,892
278
$133K ﹤0.01%
1,938
279
$133K ﹤0.01%
27
280
$132K ﹤0.01%
990
281
$132K ﹤0.01%
11,621
282
$132K ﹤0.01%
4,068
-1,000
283
$129K ﹤0.01%
2,500
+2,400
284
$129K ﹤0.01%
1,782
285
$128K ﹤0.01%
7,100
286
$127K ﹤0.01%
1,574
+399
287
$127K ﹤0.01%
2,098
288
$126K ﹤0.01%
2,035
289
$125K ﹤0.01%
6,484
290
$120K ﹤0.01%
1,125
291
$118K ﹤0.01%
1,280
292
$116K ﹤0.01%
+15,634
293
$116K ﹤0.01%
1,607
294
$115K ﹤0.01%
1,650
295
$114K ﹤0.01%
5,074
296
$114K ﹤0.01%
1,019
297
$114K ﹤0.01%
1,741
298
$112K ﹤0.01%
3,968
299
$112K ﹤0.01%
+6,930
300
$111K ﹤0.01%
1,500
-1,000
10 11
12
13 14