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
476
$34K ﹤0.01%
400
477
$33K ﹤0.01%
240
478
$33K ﹤0.01%
+784
479
$31K ﹤0.01%
460
-998
480
$31K ﹤0.01%
926
481
$31K ﹤0.01%
223
482
$31K ﹤0.01%
+327
483
$31K ﹤0.01%
+442
484
$31K ﹤0.01%
500
485
$30K ﹤0.01%
5,840
486
$30K ﹤0.01%
539
487
$30K ﹤0.01%
603
-99
488
$30K ﹤0.01%
424
489
$30K ﹤0.01%
240
-1,754
490
$29K ﹤0.01%
210
491
$28K ﹤0.01%
586
-250
492
$28K ﹤0.01%
432
493
$28K ﹤0.01%
356
494
$28K ﹤0.01%
260
+110
495
$27K ﹤0.01%
2,000
496
$27K ﹤0.01%
1,300
497
$26K ﹤0.01%
150
498
$26K ﹤0.01%
+943
499
$26K ﹤0.01%
200
-1,250
500
$26K ﹤0.01%
1,750
18 19
20
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