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
$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
401
$33K ﹤0.01%
2,000
402
$32K ﹤0.01%
2,855
403
$31K ﹤0.01%
3,200
+800
404
$31K ﹤0.01%
3,600
405
$31K ﹤0.01%
450
406
$31K ﹤0.01%
510
407
$30K ﹤0.01%
2,620
408
$30K ﹤0.01%
926
409
$30K ﹤0.01%
750
410
$29K ﹤0.01%
2,000
411
$28K ﹤0.01%
525
412
$28K ﹤0.01%
950
+350
413
$27K ﹤0.01%
1,519
414
$27K ﹤0.01%
2,000
-150
415
$27K ﹤0.01%
400
416
$26K ﹤0.01%
1,129
-34
417
$26K ﹤0.01%
510
418
$26K ﹤0.01%
400
419
$25K ﹤0.01%
390
420
$25K ﹤0.01%
+789
421
$25K ﹤0.01%
300
422
$25K ﹤0.01%
635
423
$24K ﹤0.01%
945
424
$24K ﹤0.01%
500
425
$24K ﹤0.01%
851
15 16
17
18 19