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
351
$128K ﹤0.01%
700
352
$128K ﹤0.01%
2,600
353
$125K ﹤0.01%
4,942
-511
354
$124K ﹤0.01%
3,600
355
$123K ﹤0.01%
1,455
-470
356
$120K ﹤0.01%
1,241
-511
357
$118K ﹤0.01%
450
358
$118K ﹤0.01%
1,485
-244
359
$117K ﹤0.01%
3,500
360
$116K ﹤0.01%
3,266
361
$115K ﹤0.01%
4,450
362
$115K ﹤0.01%
1,500
363
$114K ﹤0.01%
825
-175
364
$113K ﹤0.01%
509
-116
365
$111K ﹤0.01%
1,185
366
$111K ﹤0.01%
5,573
367
$110K ﹤0.01%
4,501
368
$106K ﹤0.01%
6,352
369
$105K ﹤0.01%
464
+173
370
$104K ﹤0.01%
2,262
371
$102K ﹤0.01%
2,000
-342
372
$101K ﹤0.01%
503
+150
373
$100K ﹤0.01%
2,666
374
$99K ﹤0.01%
2,039
-184
375
$98K ﹤0.01%
1,257
13 14
15
16 17