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
451
$46K ﹤0.01%
600
452
$46K ﹤0.01%
666
-4,309
453
$44K ﹤0.01%
567
454
$44K ﹤0.01%
6,500
455
$44K ﹤0.01%
344
456
$44K ﹤0.01%
700
457
$43K ﹤0.01%
250
+100
458
$43K ﹤0.01%
334
459
$43K ﹤0.01%
+275
460
$42K ﹤0.01%
768
461
– –
0
462
$41K ﹤0.01%
1,000
-620
463
$41K ﹤0.01%
480
464
$40K ﹤0.01%
300
465
$40K ﹤0.01%
385
466
$40K ﹤0.01%
1,102
467
$39K ﹤0.01%
457
468
$36K ﹤0.01%
500
469
$35K ﹤0.01%
515
470
$35K ﹤0.01%
1,220
+1,150
471
$35K ﹤0.01%
308
472
$34K ﹤0.01%
262
473
$34K ﹤0.01%
215
474
$34K ﹤0.01%
307
+6
475
$34K ﹤0.01%
258
17 18
19
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