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
76
$7.64M 0.08%
21,270
-1,089
77
$7.62M 0.08%
10,913
+71
78
$7.25M 0.07%
26,635
-3,721
79
$7.21M 0.07%
23,672
+397
80
$6.9M 0.07%
139,280
-3,801
81
$6.65M 0.07%
23,747
+1,219
82
$6.36M 0.07%
25,465
+87
83
$6M 0.06%
30,808
+2,315
84
$5.65M 0.06%
41,394
+471
85
$5.51M 0.06%
55,078
-365
86
$5.43M 0.06%
19,035
+782
87
$5.25M 0.05%
94,104
+1,635
88
$5.2M 0.05%
15,700
-790
89
$5.18M 0.05%
27,496
+648
90
$4.96M 0.05%
25,151
-4,413
91
$4.5M 0.05%
90,666
-6,234
92
$4.32M 0.04%
15,572
-14,861
93
$4.28M 0.04%
40,196
-220
94
$4.11M 0.04%
79,339
-377
95
$4.08M 0.04%
89,508
-52,938
96
$3.96M 0.04%
9,537
-2
97
$3.94M 0.04%
53,891
+5,568
98
$3.92M 0.04%
17,233
-975
99
$3.69M 0.04%
8,179
-25
100
$3.47M 0.04%
47,195
-1,230
2 3
4
5 6