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
301
$209K ﹤0.01%
8,044
302
$207K ﹤0.01%
2,850
303
$205K ﹤0.01%
3,330
304
$202K ﹤0.01%
15,000
305
$201K ﹤0.01%
608
+408
306
$200K ﹤0.01%
3,000
307
$199K ﹤0.01%
9,710
308
$199K ﹤0.01%
2,000
309
$194K ﹤0.01%
487
-150
310
$192K ﹤0.01%
3,349
311
$190K ﹤0.01%
725
312
$190K ﹤0.01%
1,618
313
$182K ﹤0.01%
410
-9
314
$180K ﹤0.01%
1,452
315
$176K ﹤0.01%
5,048
-656
316
$176K ﹤0.01%
16,000
317
$175K ﹤0.01%
8,000
318
$171K ﹤0.01%
4,575
-1,198
319
$169K ﹤0.01%
1,570
320
$166K ﹤0.01%
3,649
321
$163K ﹤0.01%
7,000
322
$163K ﹤0.01%
5,000
323
$162K ﹤0.01%
1,982
324
$160K ﹤0.01%
7,950
325
$159K ﹤0.01%
2,500
11 12
13
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