LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
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
26
$42.1M 1.29%
529,858
-19,263
27
$41.5M 1.27%
2,436,616
-74,452
28
$40.2M 1.23%
458,479
+89,499
29
$39.3M 1.2%
607,219
-33,715
30
$37.4M 1.14%
378,512
-93,179
31
$33M 1.01%
186,261
+2,949
32
$32.6M 1%
377,044
+11,587
33
$32.5M 0.99%
399,460
-16,182
34
$32.4M 0.99%
283,081
-14,572
35
$30M 0.91%
778,426
+82,262
36
$27.9M 0.85%
1,184,693
+10,554
37
$24.3M 0.74%
271,004
-2,320
38
$23.7M 0.72%
273,263
-44,118
39
$23.6M 0.72%
320,285
-262
40
$23.4M 0.71%
388,990
-908
41
$23.1M 0.71%
541,548
+1,150
42
$22.3M 0.68%
973,635
-87,588
43
$21.4M 0.65%
217,352
-96,392
44
$21M 0.64%
80,072
+50,989
45
$20.7M 0.63%
181,967
-566
46
$20.4M 0.62%
427,920
+13,416
47
$20.2M 0.62%
924,492
+17,023
48
$18.5M 0.57%
116,795
+11,350
49
$18.1M 0.55%
498,896
-5,188
50
$17.1M 0.52%
157,145
+1,605
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