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
101
$3.16M 0.1%
35,777
-15,750
102
$3.13M 0.1%
69,950
103
$3.11M 0.1%
60,240
+1,358
104
$3.02M 0.09%
54,239
+644
105
$2.82M 0.09%
21,969
-664
106
$2.7M 0.08%
44,985
107
$2.62M 0.08%
24,461
-295
108
$2.5M 0.08%
18,002
109
$2.36M 0.07%
30,465
+6,055
110
$2.23M 0.07%
28,300
-27,700
111
$2.06M 0.06%
91,452
-3,002
112
$2.06M 0.06%
49,924
-1,991
113
$2M 0.06%
8,299
114
$1.97M 0.06%
29,927
-1,575
115
$1.84M 0.06%
37,435
+270
116
$1.74M 0.05%
135,912
117
$1.67M 0.05%
61,168
-4,827
118
$1.65M 0.05%
35,455
+1,060
119
$1.62M 0.05%
42,005
-11,063
120
$1.56M 0.05%
35,955
-2,460
121
$1.56M 0.05%
25,833
122
$1.53M 0.05%
29,665
-130
123
$1.53M 0.05%
97,940
+2,100
124
$1.46M 0.04%
21,492
125
$1.38M 0.04%
27,710
-280
3 4
5
6 7