LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.28B
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$13.3M
3
+$8.04M
4
WEX icon
WEX
WEX
+$7.85M
5
UL icon
Unilever
UL
+$4.58M

Top Sells

1
+$9.5M
2
+$9.2M
3
+$5.28M
4
ATR icon
AptarGroup
ATR
+$4.68M
5
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
+$4.12M

Sector Composition

1 Technology 24.8%
2 Consumer Staples 15.41%
3 Healthcare 13.33%
4 Industrials 12.66%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$371K 0.01%
9,815
-1,435
202
$366K 0.01%
10,199
-1,779
203
$366K 0.01%
3,875
204
$363K 0.01%
9,533
-4,625
205
$346K 0.01%
4,520
206
$345K 0.01%
3,284
207
$339K 0.01%
9,874
208
$337K 0.01%
39,675
-3,750
209
$326K 0.01%
3,000
210
$325K 0.01%
5,197
211
$320K 0.01%
1,300
-400
212
$316K 0.01%
9,191
213
$314K 0.01%
6,675
214
$312K 0.01%
5,296
-6,637
215
$300K 0.01%
3,791
+356
216
$296K 0.01%
31,002
+775
217
$293K 0.01%
5,825
-4,948
218
$290K 0.01%
6,666
+2,500
219
$284K 0.01%
7,076
+175
220
$284K 0.01%
6,079
-1,645
221
$277K 0.01%
2,600
222
$274K 0.01%
2,375
-500
223
$269K 0.01%
1,100
224
$268K 0.01%
3,845
+1,575
225
$267K 0.01%
31,150
7 8
9
10 11