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
376
$96K ﹤0.01%
176
-28
377
$95K ﹤0.01%
1,875
378
$95K ﹤0.01%
5,709
-4,917
379
$95K ﹤0.01%
2,050
-700
380
$95K ﹤0.01%
398
+333
381
$94K ﹤0.01%
1,070
-1,000
382
$94K ﹤0.01%
+5,130
383
$93K ﹤0.01%
935
+77
384
$93K ﹤0.01%
1,300
385
$92K ﹤0.01%
1,595
-303
386
$92K ﹤0.01%
682
387
$91K ﹤0.01%
500
388
$91K ﹤0.01%
2,000
389
$90K ﹤0.01%
380
390
$89K ﹤0.01%
445
391
$89K ﹤0.01%
780
-15
392
$88K ﹤0.01%
570
393
$88K ﹤0.01%
1,075
394
$88K ﹤0.01%
1,520
395
$87K ﹤0.01%
870
396
$87K ﹤0.01%
705
397
$85K ﹤0.01%
19,756
398
$85K ﹤0.01%
3,989
399
$85K ﹤0.01%
1,152
-271
400
$85K ﹤0.01%
+1,800
14 15
16
17 18