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
401
$83K ﹤0.01%
1,182
402
$83K ﹤0.01%
1,437
403
$83K ﹤0.01%
2,005
-249
404
$82K ﹤0.01%
2,145
-850
405
$81K ﹤0.01%
3,000
-5,385
406
$80K ﹤0.01%
3,093
407
$80K ﹤0.01%
305
408
$79K ﹤0.01%
3,750
409
$79K ﹤0.01%
3,930
410
$78K ﹤0.01%
1,822
411
$76K ﹤0.01%
356
+331
412
$73K ﹤0.01%
555
413
$73K ﹤0.01%
860
414
$73K ﹤0.01%
1,300
-700
415
$73K ﹤0.01%
615
+365
416
$71K ﹤0.01%
600
417
$67K ﹤0.01%
800
418
$65K ﹤0.01%
1,650
419
$65K ﹤0.01%
+10,707
420
$65K ﹤0.01%
+99
421
$62K ﹤0.01%
1,096
422
$61K ﹤0.01%
635
+391
423
$60K ﹤0.01%
551
-198
424
$59K ﹤0.01%
1,004
425
$58K ﹤0.01%
+1,144
15 16
17
18 19