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
51
$20.7M 0.35%
231,405
-2,732
52
$20M 0.34%
336,887
-48,970
53
$18.4M 0.31%
191,739
+17,105
54
$18.2M 0.31%
269,079
-7,639
55
$17.8M 0.3%
283,317
+11,196
56
$17.4M 0.29%
896,669
-391,453
57
$16.9M 0.28%
193,809
-5,885
58
$16.6M 0.28%
81,957
-6,070
59
$13.7M 0.23%
394,194
-489,370
60
$12M 0.2%
69,229
61
$10.4M 0.17%
36,025
-285
62
$9.4M 0.16%
173,712
-13,303
63
$8.21M 0.14%
314,421
-2,725
64
$7.42M 0.12%
52,221
-3,763
65
$7.29M 0.12%
99,369
+27
66
$7.05M 0.12%
85,713
-2,150
67
$6.55M 0.11%
110,421
-92,114
68
$6.47M 0.11%
84,889
-3,695
69
$6.46M 0.11%
41,288
-55
70
$6.21M 0.1%
116,557
-1,064
71
$6.17M 0.1%
23,886
-2,200
72
$6.08M 0.1%
137,451
-9,376
73
$5.98M 0.1%
29,970
-5,955
74
$5.84M 0.1%
43,668
-585
75
$5.07M 0.09%
31,844
+1,192
1 2
3
4 5