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
176
$474K 0.01%
13,275
-600
177
$471K 0.01%
16,385
-4,325
178
$471K 0.01%
3,684
-975
179
$467K 0.01%
10,655
180
$462K 0.01%
+7,000
181
$458K 0.01%
3,600
182
$453K 0.01%
2,619
+130
183
$444K 0.01%
3,827
+12
184
$438K 0.01%
2,000
185
$438K 0.01%
12,835
-1,400
186
$397K 0.01%
16,903
-3,724
187
$396K 0.01%
11,575
-1,000
188
$389K 0.01%
24,900
189
$389K 0.01%
22,944
190
$383K 0.01%
17,375
-294
191
$370K 0.01%
7,771
-1,278
192
$368K 0.01%
9,533
-1,640
193
$359K 0.01%
14,699
+609
194
$354K 0.01%
1,800
195
$353K 0.01%
6,885
-400
196
$346K 0.01%
6,299
197
$344K 0.01%
3,504
198
$342K 0.01%
+700
199
$341K 0.01%
1,127
200
$337K 0.01%
2,941
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