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
76
$7.34M 0.22%
95,224
+5,660
77
$7.23M 0.22%
94,826
-15,965
78
$7.16M 0.22%
103,015
-65
79
$7.12M 0.22%
220,172
-43,246
80
$6.98M 0.21%
57,438
+60
81
$6.96M 0.21%
178,296
82
$6.29M 0.19%
268,506
-15,989
83
$6.2M 0.19%
493,236
-20,468
84
$6.16M 0.19%
79,290
+1,008
85
$5.64M 0.17%
138,764
-5,541
86
$5.63M 0.17%
56,369
-2,200
87
$5.54M 0.17%
103,938
-62,473
88
$5.37M 0.16%
46,520
+1,940
89
$5.31M 0.16%
55,728
+3,175
90
$4.92M 0.15%
109,975
-75,391
91
$4.66M 0.14%
180,820
+11,510
92
$4.56M 0.14%
70,640
+5,438
93
$4.39M 0.13%
56,715
+1,755
94
$4.23M 0.13%
101,250
-25,659
95
$4.11M 0.13%
90,533
-5,876
96
$3.82M 0.12%
262,222
97
$3.71M 0.11%
150,552
+2,076
98
$3.5M 0.11%
72,988
99
$3.37M 0.1%
52,752
-4,165
100
$3.32M 0.1%
89,340
-2,370
2 3
4
5 6