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
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%
926
408
$30K ﹤0.01%
750
409
$30K ﹤0.01%
2,620
410
$29K ﹤0.01%
2,000
411
$28K ﹤0.01%
525
412
$28K ﹤0.01%
950
+350
413
$27K ﹤0.01%
400
414
$27K ﹤0.01%
1,519
415
$27K ﹤0.01%
2,000
-150
416
$26K ﹤0.01%
510
417
$26K ﹤0.01%
400
418
$26K ﹤0.01%
1,129
-34
419
$25K ﹤0.01%
+789
420
$25K ﹤0.01%
300
421
$25K ﹤0.01%
635
422
$25K ﹤0.01%
390
423
$24K ﹤0.01%
945
424
$24K ﹤0.01%
500
425
$24K ﹤0.01%
851