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
601
$3K ﹤0.01%
42
602
$3K ﹤0.01%
275
-12,863
603
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40
-60
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500
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605
$3K ﹤0.01%
105
606
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45
607
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+1,000
608
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69
+20
609
– –
0
610
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50
611
$2K ﹤0.01%
500
-4,175
612
$2K ﹤0.01%
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613
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352
614
$2K ﹤0.01%
60
615
$2K ﹤0.01%
15
616
$2K ﹤0.01%
70
617
$2K ﹤0.01%
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618
$2K ﹤0.01%
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619
$2K ﹤0.01%
4
620
$2K ﹤0.01%
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621
$2K ﹤0.01%
26
622
$2K ﹤0.01%
2,000
-8,860
623
$2K ﹤0.01%
1,000
624
$2K ﹤0.01%
7
-47
625
$2K ﹤0.01%
+19
23 24
25
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