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
526
$4K ﹤0.01%
144
527
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4
528
$4K ﹤0.01%
172
-1
529
$4K ﹤0.01%
100
530
– –
0
531
– –
0
532
$4K ﹤0.01%
500
533
$3K ﹤0.01%
+105
534
$3K ﹤0.01%
+100
535
$3K ﹤0.01%
55
-3,000
536
$3K ﹤0.01%
+20
537
$3K ﹤0.01%
83
538
$3K ﹤0.01%
663
539
$3K ﹤0.01%
+100
540
$3K ﹤0.01%
125
541
$3K ﹤0.01%
81
-44
542
$2K ﹤0.01%
38
-46
543
$2K ﹤0.01%
+100
544
$2K ﹤0.01%
+371
545
$2K ﹤0.01%
43
546
$2K ﹤0.01%
+20
547
$2K ﹤0.01%
62
548
$2K ﹤0.01%
26
549
– –
0
550
$1K ﹤0.01%
+150
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