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
526
$12K ﹤0.01%
1,475
527
$12K ﹤0.01%
700
528
$12K ﹤0.01%
825
529
$11K ﹤0.01%
46
530
$11K ﹤0.01%
100
531
$11K ﹤0.01%
33
532
$11K ﹤0.01%
1,206
533
$11K ﹤0.01%
1,750
534
$11K ﹤0.01%
+230
535
$11K ﹤0.01%
4,680
536
$11K ﹤0.01%
+1,755
537
$11K ﹤0.01%
+450
538
$10K ﹤0.01%
+1,015
539
$10K ﹤0.01%
91
540
$10K ﹤0.01%
+650
541
$10K ﹤0.01%
210
542
$10K ﹤0.01%
+491
543
$10K ﹤0.01%
+685
544
$10K ﹤0.01%
741
545
$10K ﹤0.01%
1,000
-1,000
546
$9K ﹤0.01%
84
547
$9K ﹤0.01%
820
548
$9K ﹤0.01%
283
549
$9K ﹤0.01%
300
550
$9K ﹤0.01%
+365
20 21
22
23 24