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
26
$125M 1.28%
1,079,587
+78,081
27
$121M 1.25%
257,069
+337
28
$119M 1.22%
1,304,927
-94,992
29
$114M 1.17%
964,943
+2,140
30
$113M 1.16%
826,011
+6,824
31
$106M 1.09%
1,530,932
-23,600
32
$98.3M 1.01%
442,256
-211
33
$83.2M 0.85%
152,139
-241
34
$82.5M 0.85%
356,730
+5,807
35
$78.7M 0.81%
262,825
-5,235
36
$70.5M 0.72%
461,318
-3,349
37
$64.5M 0.66%
361,443
+26,130
38
$64.1M 0.66%
361,706
-10,111
39
$60M 0.62%
170,142
-2,553
40
$58.8M 0.6%
1,239,336
+58,326
41
$58.4M 0.6%
288,945
+16,549
42
$58M 0.6%
212,423
-1,357
43
$53.2M 0.55%
1,735,876
-297,392
44
$48.9M 0.5%
112,247
+45,361
45
$45.6M 0.47%
258,457
-54,895
46
$44.8M 0.46%
476,716
-163
47
$42M 0.43%
251,029
+2,133
48
$40.4M 0.41%
264,107
+5,169
49
$39.9M 0.41%
118,205
-5,790
50
$37.7M 0.39%
241,869
-11,671
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