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
151
$686K 0.01%
22,800
-9,380
152
$679K 0.01%
15,700
153
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2,700
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154
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18,989
-2,628
155
$651K 0.01%
12,038
156
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8,577
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157
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12,043
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158
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159
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160
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2,390
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161
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162
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163
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29,693
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164
$598K 0.01%
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165
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166
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167
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168
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169
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760
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170
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2,477
171
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16,000
172
$516K 0.01%
7,930
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173
$500K 0.01%
3,377
-105
174
$481K 0.01%
6,666
175
$476K 0.01%
+9,770
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