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
201
$335K 0.01%
2,580
202
$335K 0.01%
3,350
203
$331K 0.01%
10,132
+29
204
$325K 0.01%
3,252
+662
205
$321K 0.01%
3,746
+517
206
$319K 0.01%
9,303
207
$314K 0.01%
12,880
208
$307K 0.01%
3,400
-2,146
209
$297K 0.01%
9,038
-762
210
$294K ﹤0.01%
5,962
211
$290K ﹤0.01%
16,506
-1,778
212
$284K ﹤0.01%
+7,537
213
$284K ﹤0.01%
13,002
214
$284K ﹤0.01%
4,509
-270
215
$282K ﹤0.01%
2,537
-350
216
$276K ﹤0.01%
5,125
217
$270K ﹤0.01%
1,560
-970
218
$269K ﹤0.01%
2,875
-475
219
$265K ﹤0.01%
3,300
220
$250K ﹤0.01%
18,966
-3,000
221
$248K ﹤0.01%
21,454
-1,030,237
222
$247K ﹤0.01%
59,306
223
$246K ﹤0.01%
1,707
224
$245K ﹤0.01%
5,282
-99,090
225
$243K ﹤0.01%
2,032
+10
7 8
9
10 11