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
101
$3.38M 0.03%
33,829
-240
102
$3.37M 0.03%
20,774
+223
103
$3.35M 0.03%
43,910
+2
104
$3.17M 0.03%
6
105
$2.97M 0.03%
35,051
+360
106
$2.92M 0.03%
45,839
-3,305
107
$2.73M 0.03%
9,066
+268
108
$2.71M 0.03%
47,168
-85
109
$2.64M 0.03%
23,956
110
$2.48M 0.03%
28,315
+1,705
111
$2.47M 0.03%
19,828
-9,159
112
$2.31M 0.02%
10,901
-250
113
$2.27M 0.02%
8,861
-1,960
114
$2.25M 0.02%
27,565
+242
115
$2.2M 0.02%
11,856
116
$2.14M 0.02%
189,052
-33,600
117
$2.13M 0.02%
5,184
+789
118
$2.11M 0.02%
9,736
119
$2.1M 0.02%
13,027
120
$2.1M 0.02%
50,901
+8,400
121
$2.08M 0.02%
6,121
-435
122
$2.02M 0.02%
43,031
+276
123
$1.99M 0.02%
9,677
-100
124
$1.97M 0.02%
4,535
-155
125
$1.96M 0.02%
4,402
-1,670
3 4
5
6 7