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
451
$18K ﹤0.01%
350
452
$18K ﹤0.01%
1,150
453
$17K ﹤0.01%
843
454
$17K ﹤0.01%
250
455
$17K ﹤0.01%
113
456
$17K ﹤0.01%
400
457
$17K ﹤0.01%
2,948
458
$16K ﹤0.01%
600
459
$16K ﹤0.01%
185
-350
460
$15K ﹤0.01%
1,180
461
$15K ﹤0.01%
270
462
$15K ﹤0.01%
300
463
$15K ﹤0.01%
300
464
$15K ﹤0.01%
400
465
$14K ﹤0.01%
500
466
$14K ﹤0.01%
170
467
$14K ﹤0.01%
1,737
468
$13K ﹤0.01%
500
469
$13K ﹤0.01%
577
470
$13K ﹤0.01%
155
471
$13K ﹤0.01%
175
472
$13K ﹤0.01%
125
473
$13K ﹤0.01%
500
474
$13K ﹤0.01%
+462
475
$13K ﹤0.01%
+200
17 18
19
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