LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.28B
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$13.3M
3
+$8.04M
4
WEX icon
WEX
WEX
+$7.85M
5
UL icon
Unilever
UL
+$4.58M

Top Sells

1
+$9.5M
2
+$9.2M
3
+$5.28M
4
ATR icon
AptarGroup
ATR
+$4.68M
5
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
+$4.12M

Sector Composition

1 Technology 24.8%
2 Consumer Staples 15.41%
3 Healthcare 13.33%
4 Industrials 12.66%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16.6M 0.51%
520,582
-33,719
52
$16.3M 0.5%
430,866
-12,028
53
$15.8M 0.48%
278,615
-9,373
54
$15.4M 0.47%
356,354
+356,293
55
$12.5M 0.38%
260,465
-22,325
56
$11.3M 0.35%
168,499
+2,065
57
$11.1M 0.34%
230,222
+21,718
58
$11M 0.34%
231,240
-3,055
59
$10.5M 0.32%
274,049
-107,546
60
$10.5M 0.32%
240,783
+3,127
61
$10M 0.31%
186,036
-66,476
62
$9.88M 0.3%
616,023
-8,355
63
$9.75M 0.3%
57,623
64
$9.65M 0.29%
140,343
-2,820
65
$9.48M 0.29%
260,414
+2,074
66
$9.12M 0.28%
625,327
+75,289
67
$9.06M 0.28%
191,525
-2,705
68
$8.83M 0.27%
116,411
-151
69
$8.72M 0.27%
159,965
-17,197
70
$8.27M 0.25%
65,092
-1,117
71
$8.24M 0.25%
125,395
-4,625
72
$8.14M 0.25%
139,077
+8,705
73
$8.05M 0.25%
523,234
+55,216
74
$8.05M 0.25%
192,908
-1,405
75
$7.61M 0.23%
89,212
-4,495
1 2
3
4 5