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
326
$158K ﹤0.01%
3,424
327
$155K ﹤0.01%
3,120
328
$152K ﹤0.01%
2,850
329
$152K ﹤0.01%
4,000
330
$150K ﹤0.01%
1,200
331
$149K ﹤0.01%
383
332
$148K ﹤0.01%
1,786
333
$147K ﹤0.01%
2,253
-300
334
$143K ﹤0.01%
2,000
-72
335
$142K ﹤0.01%
840
336
$142K ﹤0.01%
4,680
337
$142K ﹤0.01%
3,000
338
$141K ﹤0.01%
2,127
339
$141K ﹤0.01%
462
-169
340
$140K ﹤0.01%
476
-13
341
$139K ﹤0.01%
1,550
342
$139K ﹤0.01%
575
-45
343
$139K ﹤0.01%
2,455
344
$139K ﹤0.01%
4,151
345
$138K ﹤0.01%
313
346
$135K ﹤0.01%
8,800
347
$134K ﹤0.01%
970
348
$131K ﹤0.01%
3,768
+3,288
349
$131K ﹤0.01%
12,010
+6,830
350
$129K ﹤0.01%
1,520
12 13
14
15 16