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
501
$15K ﹤0.01%
650
502
$15K ﹤0.01%
525
503
$14K ﹤0.01%
300
504
$14K ﹤0.01%
1,000
505
$14K ﹤0.01%
515
506
$14K ﹤0.01%
+725
507
$14K ﹤0.01%
178
+14
508
$14K ﹤0.01%
450
-145
509
$14K ﹤0.01%
911
510
$14K ﹤0.01%
1,900
511
$14K ﹤0.01%
375
512
$14K ﹤0.01%
+1,935
513
$13K ﹤0.01%
500
514
$13K ﹤0.01%
110
+35
515
$13K ﹤0.01%
10
516
$13K ﹤0.01%
600
517
$13K ﹤0.01%
480
518
$13K ﹤0.01%
+1,600
519
$13K ﹤0.01%
+400
520
$12K ﹤0.01%
500
521
$12K ﹤0.01%
14
522
$12K ﹤0.01%
953
-68
523
$12K ﹤0.01%
536
524
$12K ﹤0.01%
+1,180
525
$12K ﹤0.01%
2,500
19 20
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