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
276
$254K ﹤0.01%
1,988
277
$254K ﹤0.01%
1,878
278
$254K ﹤0.01%
3,298
-20
279
$253K ﹤0.01%
2,175
280
$251K ﹤0.01%
1,000
-65
281
$250K ﹤0.01%
5,105
282
$241K ﹤0.01%
2,112
+1,005
283
$240K ﹤0.01%
3,095
-635
284
$240K ﹤0.01%
15,179
+3,200
285
$238K ﹤0.01%
1,872
-235
286
$237K ﹤0.01%
6,473
287
$237K ﹤0.01%
10,000
288
$232K ﹤0.01%
3,695
289
$229K ﹤0.01%
1,442
-2,437
290
$228K ﹤0.01%
10,000
291
$227K ﹤0.01%
2,400
292
$227K ﹤0.01%
1,706
-456
293
$223K ﹤0.01%
1,510
294
$221K ﹤0.01%
2,200
295
$221K ﹤0.01%
890
-31
296
$219K ﹤0.01%
2,912
-100
297
$214K ﹤0.01%
2,387
298
$213K ﹤0.01%
5,660
-886
299
$213K ﹤0.01%
1,822
-85
300
$209K ﹤0.01%
6,854
10 11
12
13 14