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
301
$110K ﹤0.01%
745
302
$109K ﹤0.01%
2,100
303
$108K ﹤0.01%
1,867
-3,306
304
$105K ﹤0.01%
6,400
305
$104K ﹤0.01%
15,536
306
$102K ﹤0.01%
2,325
307
$101K ﹤0.01%
1,800
308
$101K ﹤0.01%
+2,200
309
$100K ﹤0.01%
2,808
310
$99K ﹤0.01%
3,000
311
$99K ﹤0.01%
1,076
-400
312
$99K ﹤0.01%
2,600
313
$98K ﹤0.01%
3,200
314
$98K ﹤0.01%
430
+30
315
$94K ﹤0.01%
1,000
316
$94K ﹤0.01%
2,100
317
$94K ﹤0.01%
1,260
-2,660
318
$92K ﹤0.01%
340
+40
319
$90K ﹤0.01%
2,050
-135
320
$90K ﹤0.01%
2,139
321
$89K ﹤0.01%
3,305
-2,875
322
$89K ﹤0.01%
900
323
$87K ﹤0.01%
3,070
-180
324
$87K ﹤0.01%
1,800
325
$85K ﹤0.01%
1,020
11 12
13
14 15