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
151
$1.1M 0.01%
17,594
+294
152
$1.1M 0.01%
16,459
-6,875
153
$1.1M 0.01%
3,850
+138
154
$1.09M 0.01%
24,278
-91
155
$1.08M 0.01%
28,870
-4,320
156
$1.06M 0.01%
3,156
+636
157
$1.06M 0.01%
20,358
-2,977
158
$1.05M 0.01%
11,923
+50
159
$1.04M 0.01%
10,279
-624
160
$1.02M 0.01%
13,822
161
$987K 0.01%
4,308
+1
162
$982K 0.01%
715
163
$974K 0.01%
8,782
-1,945
164
$971K 0.01%
16,000
165
$960K 0.01%
9,795
-50
166
$944K 0.01%
5,145
+1,872
167
$914K 0.01%
60,593
168
$903K 0.01%
19,667
-2,489
169
$898K 0.01%
755
-10
170
$874K 0.01%
3,502
+471
171
$873K 0.01%
5,565
-155
172
$841K 0.01%
1,134
+308
173
$835K 0.01%
46,788
-13,130
174
$829K 0.01%
6,299
175
$823K 0.01%
4,007
-2,658
5 6
7
8 9