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
276
$126K ﹤0.01%
1,800
277
$125K ﹤0.01%
2,850
278
$125K ﹤0.01%
12,897
279
$125K ﹤0.01%
1,200
280
$125K ﹤0.01%
1,820
-5
281
$121K ﹤0.01%
4,600
+1,355
282
$118K ﹤0.01%
3,265
283
$117K ﹤0.01%
1,956
-870
284
$113K ﹤0.01%
5,510
285
$113K ﹤0.01%
8,044
286
$113K ﹤0.01%
875
+850
287
$109K ﹤0.01%
1,352
288
$108K ﹤0.01%
725
289
$108K ﹤0.01%
6,805
290
$105K ﹤0.01%
1,590
291
$105K ﹤0.01%
2,127
292
$103K ﹤0.01%
1,591
-260
293
$102K ﹤0.01%
3,320
-1,500
294
$99K ﹤0.01%
1,225
-50
295
$97K ﹤0.01%
2,500
-500
296
$97K ﹤0.01%
2,375
-3,600
297
$96K ﹤0.01%
1,043
-505
298
$95K ﹤0.01%
2,342
299
$95K ﹤0.01%
672
-503
300
$93K ﹤0.01%
5,500
10 11
12
13 14