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
301
$93K ﹤0.01%
5,385
302
$93K ﹤0.01%
1,188
-400
303
$92K ﹤0.01%
509
304
$91K ﹤0.01%
2,345
305
$90K ﹤0.01%
1,000
306
$89K ﹤0.01%
204
307
$89K ﹤0.01%
1,900
308
$87K ﹤0.01%
840
309
$87K ﹤0.01%
6,352
-409
310
$86K ﹤0.01%
1,274
-135
311
$86K ﹤0.01%
4,598
312
$86K ﹤0.01%
665
-2,185
313
$84K ﹤0.01%
+784
314
$84K ﹤0.01%
3,661
-4,768
315
$83K ﹤0.01%
833
-212
316
$83K ﹤0.01%
5,790
-1,160
317
$82K ﹤0.01%
802
318
$82K ﹤0.01%
1,107
319
– –
0
320
$80K ﹤0.01%
557
+465
321
$79K ﹤0.01%
+500
322
$79K ﹤0.01%
455
323
$78K ﹤0.01%
2,666
324
$78K ﹤0.01%
1,820
325
$77K ﹤0.01%
1,931
11 12
13
14 15