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
551
$11K ﹤0.01%
500
552
$10K ﹤0.01%
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553
$10K ﹤0.01%
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554
$10K ﹤0.01%
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555
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556
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$9K ﹤0.01%
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$8K ﹤0.01%
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$8K ﹤0.01%
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$7K ﹤0.01%
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566
$7K ﹤0.01%
178
567
$7K ﹤0.01%
46
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569
$7K ﹤0.01%
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570
$7K ﹤0.01%
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571
$6K ﹤0.01%
1,000
572
$6K ﹤0.01%
45
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45
574
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-38
575
$6K ﹤0.01%
45
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