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
126
$1.08M 0.02%
5,560
-974
127
$1.08M 0.02%
53,715
128
$1.05M 0.02%
12,515
129
$1.03M 0.02%
21,144
-1,020
130
$1M 0.02%
26,730
-4,800
131
$971K 0.02%
45,722
-6,469
132
$950K 0.02%
6,370
-4,429
133
$946K 0.02%
17,688
-795
134
$878K 0.01%
17,531
-3,000
135
$855K 0.01%
22,101
-2,404
136
$850K 0.01%
24,330
+300
137
$835K 0.01%
9,748
-535
138
$834K 0.01%
6,874
-230
139
$831K 0.01%
14,804
-2,527
140
$794K 0.01%
10,622
-1,399
141
$783K 0.01%
5,974
-37
142
$746K 0.01%
21,392
-3,649
143
$741K 0.01%
18,730
-827
144
$735K 0.01%
21,568
-64
145
$724K 0.01%
2,527
-340
146
$724K 0.01%
7,330
-3,175
147
$723K 0.01%
6,820
-400
148
$720K 0.01%
8,327
-400
149
$691K 0.01%
2,821
-100
150
$689K 0.01%
11,422
4 5
6
7 8