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
376
$48K ﹤0.01%
+3,841
377
$47K ﹤0.01%
900
378
$47K ﹤0.01%
1,675
379
$47K ﹤0.01%
11,288
+38
380
$46K ﹤0.01%
1,000
381
$42K ﹤0.01%
+1,010
382
$41K ﹤0.01%
2,200
383
$40K ﹤0.01%
1,600
384
$40K ﹤0.01%
7,574
385
$40K ﹤0.01%
600
386
$39K ﹤0.01%
7
387
$39K ﹤0.01%
400
388
$39K ﹤0.01%
970
389
$39K ﹤0.01%
1,000
390
$38K ﹤0.01%
1,100
391
$37K ﹤0.01%
290
392
$37K ﹤0.01%
700
393
$36K ﹤0.01%
3,120
-1,200
394
$36K ﹤0.01%
1,000
395
$36K ﹤0.01%
1,053
396
$35K ﹤0.01%
43
397
$34K ﹤0.01%
831
398
$34K ﹤0.01%
894
399
$34K ﹤0.01%
188
400
$33K ﹤0.01%
1,100
14 15
16
17 18