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
26
$76M 1.27%
918,041
-4,094
27
$68.1M 1.14%
218,326
+45,233
28
$64.1M 1.07%
411,423
-14,676
29
$63.2M 1.06%
378,797
+59,573
30
$62.9M 1.05%
221,639
-260
31
$55.6M 0.93%
1,547,763
+71,252
32
$54.4M 0.91%
494,990
-21,850
33
$52.5M 0.88%
400,097
-27,765
34
$51.3M 0.86%
2,668,820
-74,260
35
$48.9M 0.82%
261,998
+8,085
36
$39.1M 0.66%
535,702
-7,255
37
$39M 0.65%
213,245
-1,501
38
$35.9M 0.6%
148,376
+1,827
39
$34.9M 0.58%
247,356
-4,684
40
$30.3M 0.51%
1,571,390
+349,130
41
$27.4M 0.46%
412,332
-97,323
42
$26.2M 0.44%
168,466
-35,429
43
$24.9M 0.42%
207,566
-9,925
44
$23.8M 0.4%
410,140
-24,600
45
$23.8M 0.4%
627,950
-85,095
46
$23.4M 0.39%
141,795
+1,835
47
$23.2M 0.39%
215,115
+212,721
48
$22.8M 0.38%
265,025
-17,528
49
$22.7M 0.38%
139,334
-1,194
50
$21.9M 0.37%
231,072
-3,959
1
2
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