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
501
$26K ﹤0.01%
2,004
-603
502
$26K ﹤0.01%
1,029
503
$26K ﹤0.01%
560
504
$26K ﹤0.01%
741
505
$25K ﹤0.01%
110
-25
506
$25K ﹤0.01%
130
507
$25K ﹤0.01%
1,449
508
$24K ﹤0.01%
80
509
$24K ﹤0.01%
300
510
$23K ﹤0.01%
2,031
-309
511
$22K ﹤0.01%
89
512
$22K ﹤0.01%
129
+29
513
$21K ﹤0.01%
2,168
514
$21K ﹤0.01%
180
515
$20K ﹤0.01%
269
516
$20K ﹤0.01%
450
517
$20K ﹤0.01%
1,005
518
$20K ﹤0.01%
250
519
$20K ﹤0.01%
70
-30
520
$19K ﹤0.01%
360
521
$18K ﹤0.01%
+4,482
522
$17K ﹤0.01%
110
-207
523
$17K ﹤0.01%
200
524
$17K ﹤0.01%
1,000
525
$16K ﹤0.01%
257
19 20
21
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