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
476
$13K ﹤0.01%
500
-250
477
$13K ﹤0.01%
250
478
$12K ﹤0.01%
500
479
$12K ﹤0.01%
+3,200
480
$12K ﹤0.01%
240
481
$12K ﹤0.01%
250
-300
482
$12K ﹤0.01%
200
483
$12K ﹤0.01%
48
484
$12K ﹤0.01%
182
485
$11K ﹤0.01%
170
486
$11K ﹤0.01%
632
487
$11K ﹤0.01%
2,500
488
$11K ﹤0.01%
+281
489
$11K ﹤0.01%
+625
490
$11K ﹤0.01%
800
491
$11K ﹤0.01%
+4,000
492
$11K ﹤0.01%
200
493
$11K ﹤0.01%
130
494
$10K ﹤0.01%
200
495
$10K ﹤0.01%
225
496
$10K ﹤0.01%
240
497
$10K ﹤0.01%
200
498
$9K ﹤0.01%
+300
499
$9K ﹤0.01%
250
500
$9K ﹤0.01%
240
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