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
576
$5K ﹤0.01%
80
577
$5K ﹤0.01%
300
578
$5K ﹤0.01%
266
579
$5K ﹤0.01%
200
580
$5K ﹤0.01%
1,000
581
$5K ﹤0.01%
+930
582
$5K ﹤0.01%
+415
583
$5K ﹤0.01%
562
584
$5K ﹤0.01%
178
585
$5K ﹤0.01%
46
586
$5K ﹤0.01%
40
587
$5K ﹤0.01%
1,405
588
$5K ﹤0.01%
95
589
$5K ﹤0.01%
500
590
$5K ﹤0.01%
500
591
$5K ﹤0.01%
+35
592
$5K ﹤0.01%
60
593
$4K ﹤0.01%
+1,820
594
$4K ﹤0.01%
200
595
$4K ﹤0.01%
3,195
596
$4K ﹤0.01%
4,500
597
$4K ﹤0.01%
50
-150
598
$4K ﹤0.01%
8
599
$4K ﹤0.01%
58
600
$4K ﹤0.01%
+1,295
22 23
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