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
201
$564K 0.01%
6,950
202
$560K 0.01%
12,830
-685
203
$558K 0.01%
2,230
-230
204
$553K 0.01%
724
-220
205
$550K 0.01%
18,111
-155
206
$533K 0.01%
2,316
207
$532K 0.01%
4,928
-374
208
$524K 0.01%
4,594
209
$502K 0.01%
3,803
210
$495K 0.01%
5,828
211
$495K 0.01%
9,533
212
$488K 0.01%
13,431
-2,417
213
$479K ﹤0.01%
8,325
214
$472K ﹤0.01%
1,055
+21
215
$472K ﹤0.01%
4,554
+666
216
$469K ﹤0.01%
2,190
+33
217
$468K ﹤0.01%
3,350
218
$466K ﹤0.01%
2,932
219
$462K ﹤0.01%
7,175
+1,600
220
$461K ﹤0.01%
+6,334
221
$458K ﹤0.01%
3,937
222
$456K ﹤0.01%
1,315
223
$446K ﹤0.01%
4,625
-148
224
$444K ﹤0.01%
1,449
225
$443K ﹤0.01%
8,326
-176
7 8
9
10 11