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
126
$1.92M 0.02%
5,297
-530
127
$1.82M 0.02%
3,708
-167
128
$1.76M 0.02%
8,661
129
$1.75M 0.02%
13,497
-660
130
$1.75M 0.02%
3,435
+34
131
$1.74M 0.02%
10,500
-1,998
132
$1.69M 0.02%
29,686
+1,107
133
$1.68M 0.02%
34,895
-2,905
134
$1.65M 0.02%
8,839
-210
135
$1.58M 0.02%
7,370
+344
136
$1.56M 0.02%
33,916
-13,138
137
$1.53M 0.02%
7,259
138
$1.52M 0.02%
6,365
-455
139
$1.42M 0.01%
8,740
-683
140
$1.39M 0.01%
20,466
+65
141
$1.35M 0.01%
7,059
142
$1.32M 0.01%
7,727
143
$1.28M 0.01%
21,495
+4,067
144
$1.27M 0.01%
20,150
+3,020
145
$1.22M 0.01%
21,898
146
$1.21M 0.01%
23,708
+286
147
$1.19M 0.01%
5,568
+700
148
$1.16M 0.01%
20,819
-3,012
149
$1.13M 0.01%
3,526
+1,087
150
$1.12M 0.01%
23,126
-934
4 5
6
7 8