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
51
$36.6M 0.38%
446,066
+10,507
52
$35.8M 0.37%
433,922
-6,380
53
$31.9M 0.33%
228,120
-3,600
54
$31.3M 0.32%
126,724
-2,151
55
$31.2M 0.32%
682,725
+12,645
56
$24.9M 0.26%
151,048
+3,981
57
$23M 0.24%
95,032
+2,205
58
$20.8M 0.21%
69,822
+37,788
59
$19.8M 0.2%
290,075
-1,394
60
$18.6M 0.19%
71,597
-17,427
61
$17.6M 0.18%
35,015
-486
62
$13.5M 0.14%
149,500
-2,305
63
$12.8M 0.13%
467,450
+20,690
64
$11.8M 0.12%
17,674
+4,275
65
$11.7M 0.12%
71,828
-243
66
$10.8M 0.11%
66,579
-3,263
67
$10M 0.1%
115,306
-628
68
$9.96M 0.1%
44,717
-5,872
69
$9.06M 0.09%
43,288
-1,484
70
$8.71M 0.09%
87,938
-4,439
71
$8.71M 0.09%
40,999
-85
72
$8.53M 0.09%
112,423
-14,288
73
$8.45M 0.09%
136,203
+2,009
74
$8.15M 0.08%
124,804
-9,611
75
$7.65M 0.08%
56,087
+4,820
1 2
3
4 5