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
476
$18K ﹤0.01%
355
477
$18K ﹤0.01%
500
478
$18K ﹤0.01%
1,500
479
$18K ﹤0.01%
250
-325
480
$18K ﹤0.01%
205
481
$18K ﹤0.01%
100
-175
482
$17K ﹤0.01%
825
483
$17K ﹤0.01%
29
484
$17K ﹤0.01%
645
-13,758
485
$17K ﹤0.01%
175
486
$17K ﹤0.01%
1,029
487
$17K ﹤0.01%
5,500
488
$16K ﹤0.01%
457
489
$16K ﹤0.01%
300
490
$16K ﹤0.01%
54
491
$16K ﹤0.01%
300
492
$16K ﹤0.01%
900
493
$16K ﹤0.01%
1,100
494
$16K ﹤0.01%
825
495
$16K ﹤0.01%
130
496
$16K ﹤0.01%
855
497
$16K ﹤0.01%
2,000
498
$15K ﹤0.01%
250
499
$15K ﹤0.01%
80
500
$15K ﹤0.01%
101
-362
18 19
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