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
401
$40K ﹤0.01%
1,437
402
$40K ﹤0.01%
940
+300
403
$40K ﹤0.01%
1,089
404
$38K ﹤0.01%
530
+222
405
$37K ﹤0.01%
514
406
$37K ﹤0.01%
410
407
$36K ﹤0.01%
733
408
$36K ﹤0.01%
760
409
$35K ﹤0.01%
290
410
$35K ﹤0.01%
+600
411
$34K ﹤0.01%
700
412
$33K ﹤0.01%
400
413
$33K ﹤0.01%
1,520
414
$32K ﹤0.01%
350
415
$32K ﹤0.01%
800
416
$32K ﹤0.01%
5,000
417
$31K ﹤0.01%
1,639
418
$31K ﹤0.01%
638
-2,890
419
$30K ﹤0.01%
500
420
$30K ﹤0.01%
926
421
$30K ﹤0.01%
1,822
422
$30K ﹤0.01%
337
423
$29K ﹤0.01%
700
-500
424
$29K ﹤0.01%
500
425
$28K ﹤0.01%
625
15 16
17
18 19