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
126
$1.37M 0.04%
21,350
-1,925
127
$1.32M 0.04%
14,052
-1,890
128
$1.32M 0.04%
16,492
129
$1.32M 0.04%
10,668
-15
130
$1.29M 0.04%
15,129
-3,133
131
$1.28M 0.04%
12,272
132
$1.27M 0.04%
31,087
-750
133
$1.25M 0.04%
74,000
-4,583
134
$1.25M 0.04%
7,426
-9,775
135
$1.25M 0.04%
26,154
+2,400
136
$1.19M 0.04%
7
137
$1.19M 0.04%
22,600
+150
138
$1.18M 0.04%
15,616
+111
139
$1.12M 0.03%
12,228
-5,284
140
$1.08M 0.03%
114,838
+2,500
141
$1.07M 0.03%
7,697
142
$1.07M 0.03%
22,749
+6,220
143
$1.04M 0.03%
22,327
144
$1.03M 0.03%
21,210
+560
145
$966K 0.03%
22,352
146
$938K 0.03%
36,713
+1,867
147
$935K 0.03%
26,123
-14,550
148
$927K 0.03%
16,483
-1,419
149
$906K 0.03%
17,650
-1,579
150
$901K 0.03%
17,345
-300
4 5
6
7 8