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
176
$819K 0.01%
25,900
+3,200
177
$815K 0.01%
4,420
-150
178
$813K 0.01%
11,262
179
$808K 0.01%
10,210
180
$803K 0.01%
1,900
181
$801K 0.01%
7,363
-33
182
$784K 0.01%
1,729
-3,346
183
$781K 0.01%
5,700
184
$779K 0.01%
5,890
+1,860
185
$771K 0.01%
20,883
+613
186
$748K 0.01%
4,803
-1,660
187
$700K 0.01%
4,912
-990
188
$681K 0.01%
6,227
+5,569
189
$672K 0.01%
26,977
-4,933
190
$667K 0.01%
22,470
-120
191
$661K 0.01%
3,657
192
$649K 0.01%
2,709
193
$648K 0.01%
4,740
194
$647K 0.01%
3,503
-1,824
195
$644K 0.01%
2,270
196
$618K 0.01%
1,583
197
$606K 0.01%
8,970
+530
198
$602K 0.01%
7,786
199
$593K 0.01%
12,880
200
$577K 0.01%
4,689
+600
6 7
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