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
351
$63K ﹤0.01%
475
352
$62K ﹤0.01%
616
-66
353
$62K ﹤0.01%
5,573
-2,175
354
$61K ﹤0.01%
333
355
$61K ﹤0.01%
2,220
-4,020
356
$60K ﹤0.01%
1,000
357
$60K ﹤0.01%
400
-150
358
$59K ﹤0.01%
4,085
359
$59K ﹤0.01%
574
360
$59K ﹤0.01%
443
+175
361
$58K ﹤0.01%
871
+320
362
$57K ﹤0.01%
384
363
$57K ﹤0.01%
560
364
$56K ﹤0.01%
410
365
$55K ﹤0.01%
1,143
366
$54K ﹤0.01%
750
367
$54K ﹤0.01%
390
368
$53K ﹤0.01%
2,600
-2,000
369
$53K ﹤0.01%
4,311
370
$53K ﹤0.01%
1,000
371
$52K ﹤0.01%
360
372
$52K ﹤0.01%
4,317
373
$51K ﹤0.01%
1,953
+400
374
$50K ﹤0.01%
2,500
375
$50K ﹤0.01%
3,500
13 14
15
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