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
426
$57K ﹤0.01%
800
427
$57K ﹤0.01%
2,301
-3,886
428
$57K ﹤0.01%
326
429
$57K ﹤0.01%
718
430
$57K ﹤0.01%
101
431
$55K ﹤0.01%
1,100
432
$55K ﹤0.01%
1,233
433
$54K ﹤0.01%
181
434
$54K ﹤0.01%
1,900
435
$54K ﹤0.01%
900
436
$52K ﹤0.01%
4,311
437
$52K ﹤0.01%
3,500
438
$51K ﹤0.01%
399
-268
439
$50K ﹤0.01%
115
440
$50K ﹤0.01%
4,317
441
$49K ﹤0.01%
325
-125
442
$49K ﹤0.01%
350
443
$48K ﹤0.01%
372
-398
444
$48K ﹤0.01%
791
445
$48K ﹤0.01%
1,212
+91
446
$48K ﹤0.01%
952
+190
447
$48K ﹤0.01%
919
-170
448
$47K ﹤0.01%
400
449
$47K ﹤0.01%
500
450
$46K ﹤0.01%
1,400
16 17
18
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