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
376
$49K ﹤0.01%
3,093
377
$49K ﹤0.01%
500
378
$48K ﹤0.01%
10,413
379
$48K ﹤0.01%
1,520
380
$48K ﹤0.01%
500
-500
381
$47K ﹤0.01%
1,004
382
$47K ﹤0.01%
1,553
383
$47K ﹤0.01%
860
-800
384
$46K ﹤0.01%
950
385
$46K ﹤0.01%
850
386
$46K ﹤0.01%
1,449
387
$46K ﹤0.01%
250
-230
388
$45K ﹤0.01%
998
389
$45K ﹤0.01%
5,036
-40
390
$45K ﹤0.01%
600
391
$45K ﹤0.01%
1,500
-681
392
$45K ﹤0.01%
1,693
+500
393
$44K ﹤0.01%
+1,700
394
$44K ﹤0.01%
1,500
-5,250
395
$43K ﹤0.01%
7,500
396
$43K ﹤0.01%
567
397
$43K ﹤0.01%
825
398
$42K ﹤0.01%
663
399
$42K ﹤0.01%
500
400
$40K ﹤0.01%
796
-123
14 15
16
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