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
451
$23K ﹤0.01%
+285
452
$23K ﹤0.01%
+200
453
$23K ﹤0.01%
500
454
$22K ﹤0.01%
9,667
455
$22K ﹤0.01%
1,300
456
$22K ﹤0.01%
575
457
$22K ﹤0.01%
600
458
$21K ﹤0.01%
240
+200
459
$21K ﹤0.01%
435
460
$21K ﹤0.01%
200
461
$21K ﹤0.01%
88
462
$20K ﹤0.01%
375
463
$20K ﹤0.01%
836
-42
464
$20K ﹤0.01%
2,750
465
$20K ﹤0.01%
100
466
$20K ﹤0.01%
500
467
$19K ﹤0.01%
3,475
-3,750
468
$19K ﹤0.01%
225
469
$19K ﹤0.01%
675
470
$19K ﹤0.01%
+550
471
$19K ﹤0.01%
660
472
$19K ﹤0.01%
+179
473
$18K ﹤0.01%
3,500
474
$18K ﹤0.01%
1,250
475
$18K ﹤0.01%
+300
17 18
19
20 21