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
551
$9K ﹤0.01%
+895
552
$9K ﹤0.01%
100
553
$9K ﹤0.01%
1,086
+86
554
$8K ﹤0.01%
325
555
$8K ﹤0.01%
+895
556
$8K ﹤0.01%
257
557
$8K ﹤0.01%
+1,175
558
$8K ﹤0.01%
1,347
+950
559
$8K ﹤0.01%
157
-78
560
$8K ﹤0.01%
1,000
561
$7K ﹤0.01%
91
562
$7K ﹤0.01%
1,100
563
$7K ﹤0.01%
+1,100
564
$7K ﹤0.01%
+1,300
565
$7K ﹤0.01%
84
566
$7K ﹤0.01%
650
567
$6K ﹤0.01%
219
568
$6K ﹤0.01%
450
569
$6K ﹤0.01%
70
-275
570
$6K ﹤0.01%
37
571
$6K ﹤0.01%
257
572
$6K ﹤0.01%
167
-3,073
573
$6K ﹤0.01%
655
574
$6K ﹤0.01%
90
575
$6K ﹤0.01%
455
-180
21 22
23
24 25