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
$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
1
$643M 6.59%
2,084,842
-14,231
2
$604M 6.2%
1,689,975
-14,280
3
$517M 5.3%
1,988,261
-26,023
4
$477M 4.9%
992,468
-24,823
5
$418M 4.29%
3,006,920
+20,000
6
$380M 3.9%
1,513,440
-125
7
$362M 3.72%
1,355,810
-4,532
8
$332M 3.4%
2,034,600
+101,500
9
$306M 3.14%
3,016,354
-52,174
10
$304M 3.12%
1,741,357
-84,742
11
$296M 3.04%
500,929
+4,619
12
$257M 2.64%
564,282
+7,866
13
$247M 2.54%
713,648
-7,238
14
$214M 2.2%
1,809,042
-23,514
15
$200M 2.05%
359,360
+1,346
16
$197M 2.02%
1,466,653
+13,396
17
$194M 1.99%
1,047,373
+15,339
18
$168M 1.73%
2,778,506
-164,807
19
$161M 1.65%
1,351,654
-8,742
20
$161M 1.65%
708,202
-24,060
21
$153M 1.56%
1,534,765
-83,014
22
$148M 1.52%
1,099,134
+29,413
23
$146M 1.5%
688,880
+5,155
24
$144M 1.48%
649,818
-5,613
25
$133M 1.36%
230,686
+3,998
1
2 3 4 5