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
326
$76K ﹤0.01%
4,950
327
$76K ﹤0.01%
2,850
328
$75K ﹤0.01%
679
329
$73K ﹤0.01%
1,075
330
$72K ﹤0.01%
905
-110
331
$72K ﹤0.01%
5,389
332
$72K ﹤0.01%
2,000
333
$71K ﹤0.01%
731
334
$71K ﹤0.01%
2,121
+701
335
$70K ﹤0.01%
15,000
336
$70K ﹤0.01%
390
337
$70K ﹤0.01%
1,905
-495
338
$68K ﹤0.01%
1,207
339
$68K ﹤0.01%
+2,290
340
$67K ﹤0.01%
11,700
-4,000
341
$66K ﹤0.01%
1,444
342
$66K ﹤0.01%
2,757
343
$65K ﹤0.01%
3,120
344
$64K ﹤0.01%
1,822
345
$64K ﹤0.01%
1,355
346
$64K ﹤0.01%
710
-200
347
$63K ﹤0.01%
252
-5
348
$63K ﹤0.01%
7,950
349
$63K ﹤0.01%
3,510
350
$63K ﹤0.01%
805
+55
12 13
14
15 16