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
101
$2.05M 0.03%
17,416
+915
102
$2.03M 0.03%
10,643
+1,810
103
$1.89M 0.03%
286,720
+4,200
104
$1.87M 0.03%
13,225
105
$1.87M 0.03%
7,239
-1,375
106
$1.83M 0.03%
13,491
-12,702
107
$1.82M 0.03%
6,865
-98
108
$1.77M 0.03%
57,376
-4,050
109
$1.75M 0.03%
13,736
-953
110
$1.72M 0.03%
12,466
-626
111
$1.72M 0.03%
20,886
-590
112
$1.67M 0.03%
48,546
-343
113
$1.64M 0.03%
27,326
-1,815
114
$1.56M 0.03%
9,465
-882
115
$1.52M 0.03%
28,780
-7,001
116
$1.49M 0.02%
32,577
-61,835
117
$1.41M 0.02%
1,048
-279
118
$1.39M 0.02%
48,287
-310
119
$1.36M 0.02%
5
120
$1.27M 0.02%
112,447
121
$1.27M 0.02%
4,855
122
$1.22M 0.02%
11,518
-708
123
$1.18M 0.02%
11,420
-660
124
$1.15M 0.02%
19,156
+800
125
$1.08M 0.02%
11,646
+28
3 4
5
6 7