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
326
$84K ﹤0.01%
666
327
$83K ﹤0.01%
2,434
328
$78K ﹤0.01%
3,136
329
$78K ﹤0.01%
4,000
330
$78K ﹤0.01%
+1,700
331
$78K ﹤0.01%
675
+325
332
$78K ﹤0.01%
+2,325
333
$78K ﹤0.01%
3,400
+1,000
334
$76K ﹤0.01%
1,000
335
$76K ﹤0.01%
1,200
336
$76K ﹤0.01%
1,972
337
$76K ﹤0.01%
40,000
338
$75K ﹤0.01%
705
+380
339
$74K ﹤0.01%
1,545
340
$74K ﹤0.01%
4,775
341
$74K ﹤0.01%
3,600
342
$73K ﹤0.01%
1,825
-1,375
343
$73K ﹤0.01%
1,437
344
$71K ﹤0.01%
2,860
345
$71K ﹤0.01%
1,188
-119
346
$71K ﹤0.01%
1,300
347
$69K ﹤0.01%
800
348
$69K ﹤0.01%
2,400
349
– –
0
350
$68K ﹤0.01%
1,125
-178
12 13
14
15 16