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
526
$16K ﹤0.01%
600
-1,000
527
$16K ﹤0.01%
300
528
$16K ﹤0.01%
325
529
$15K ﹤0.01%
46
-117
530
$15K ﹤0.01%
245
531
$15K ﹤0.01%
45
532
$14K ﹤0.01%
200
533
$14K ﹤0.01%
536
534
$14K ﹤0.01%
250
535
$14K ﹤0.01%
+400
536
$13K ﹤0.01%
+416
537
$13K ﹤0.01%
96
-120
538
$13K ﹤0.01%
118
539
$13K ﹤0.01%
46
540
$13K ﹤0.01%
156
541
$13K ﹤0.01%
1,100
542
$13K ﹤0.01%
145
543
$13K ﹤0.01%
651
544
$12K ﹤0.01%
2,100
545
$12K ﹤0.01%
1,256
546
$12K ﹤0.01%
2,618
-41
547
$12K ﹤0.01%
84
548
$12K ﹤0.01%
2,205
-1,100
549
$11K ﹤0.01%
100
550
$11K ﹤0.01%
200
20 21
22
23 24