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
426
$24K ﹤0.01%
10,000
427
$23K ﹤0.01%
1,000
428
$23K ﹤0.01%
641
+250
429
$23K ﹤0.01%
327
430
$23K ﹤0.01%
300
431
$23K ﹤0.01%
514
432
$23K ﹤0.01%
750
433
$22K ﹤0.01%
600
434
$22K ﹤0.01%
424
435
$22K ﹤0.01%
300
436
$22K ﹤0.01%
1,064
+679
437
$21K ﹤0.01%
745
-600
438
$21K ﹤0.01%
1,274
-403
439
$21K ﹤0.01%
198
440
$21K ﹤0.01%
666
441
$20K ﹤0.01%
3,120
442
$20K ﹤0.01%
1,069
443
$20K ﹤0.01%
+1,200
444
$20K ﹤0.01%
650
445
$20K ﹤0.01%
500
446
$20K ﹤0.01%
+645
447
$20K ﹤0.01%
452
448
$19K ﹤0.01%
500
449
$19K ﹤0.01%
500
450
$19K ﹤0.01%
455
16 17
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