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
426
$28K ﹤0.01%
+1,240
427
$28K ﹤0.01%
258
428
$28K ﹤0.01%
2,230
+480
429
$28K ﹤0.01%
975
430
$28K ﹤0.01%
780
431
$27K ﹤0.01%
333
432
$27K ﹤0.01%
+501
433
$27K ﹤0.01%
290
434
$27K ﹤0.01%
2,092
435
$27K ﹤0.01%
1,080
+825
436
$27K ﹤0.01%
325
437
$27K ﹤0.01%
298
438
$27K ﹤0.01%
250
439
$26K ﹤0.01%
326
-110
440
$26K ﹤0.01%
520
-815
441
$26K ﹤0.01%
8,000
442
$26K ﹤0.01%
1,000
443
$25K ﹤0.01%
7,569
444
$25K ﹤0.01%
1,600
+600
445
$24K ﹤0.01%
258
-50
446
$23K ﹤0.01%
551
447
$23K ﹤0.01%
22,542
448
$23K ﹤0.01%
150
449
$23K ﹤0.01%
2,300
450
$23K ﹤0.01%
679
+54
16 17
18
19 20