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
76
$4.93M 0.08%
68,037
-5,367
77
$4.62M 0.08%
569,265
-66,688
78
$4.6M 0.08%
51,127
-2,573
79
$4.28M 0.07%
67,995
-449
80
$4.18M 0.07%
36,659
-11,020
81
$3.91M 0.07%
99,530
-7,728
82
$3.71M 0.06%
98,061
-2,295
83
$3.43M 0.06%
22,719
-105
84
$3.41M 0.06%
21,573
85
$3.38M 0.06%
19,223
-3,371
86
$3.36M 0.06%
60,251
-422
87
$3.15M 0.05%
72,700
-280
88
$3M 0.05%
10,115
-430
89
$2.93M 0.05%
22,718
-2,730
90
$2.79M 0.05%
39,488
-170
91
$2.69M 0.05%
25,322
-2,505
92
$2.62M 0.04%
8,284
93
$2.56M 0.04%
46,095
-985
94
$2.45M 0.04%
28,180
+3,285
95
$2.39M 0.04%
16,470
+545
96
$2.37M 0.04%
16,217
-400
97
$2.3M 0.04%
8,064
+206
98
$2.25M 0.04%
72,732
-2,203
99
$2.17M 0.04%
74,715
-1,340
100
$2.12M 0.04%
46,241
-15,232
2 3
4
5 6