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
$8.14B
AUM Growth
-$1.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$4.97M
3
+$4.83M
4
ORLY icon
O'Reilly Automotive
ORLY
+$4.36M
5
WEX icon
WEX
WEX
+$4.04M

Top Sells

1
+$17.4M
2
+$14.5M
3
+$7.54M
4
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$6M
5
DIS icon
Walt Disney
DIS
+$5.53M

Sector Composition

1 Technology 33.71%
2 Healthcare 20.48%
3 Financials 11.22%
4 Consumer Discretionary 9.54%
5 Communication Services 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$387K ﹤0.01%
7,002
-173
227
$386K ﹤0.01%
12,044
228
$385K ﹤0.01%
4,699
+211
229
$381K ﹤0.01%
5,140
+400
230
$380K ﹤0.01%
2,209
+19
231
$374K ﹤0.01%
3,554
-1,040
232
$373K ﹤0.01%
2,932
233
$372K ﹤0.01%
3,277
234
$363K ﹤0.01%
3,862
+59
235
$358K ﹤0.01%
12,830
236
$356K ﹤0.01%
3,775
+435
237
$356K ﹤0.01%
+14,919
238
$351K ﹤0.01%
3,350
239
$346K ﹤0.01%
4,200
-354
240
$337K ﹤0.01%
22,765
+5,799
241
$336K ﹤0.01%
5,700
+400
242
$324K ﹤0.01%
11,425
+1,450
243
$324K ﹤0.01%
1,037
-546
244
$323K ﹤0.01%
7,765
+5,715
245
$316K ﹤0.01%
2,064
+622
246
$314K ﹤0.01%
2,109
-19
247
$308K ﹤0.01%
7,935
-60
248
$305K ﹤0.01%
3,902
-100
249
$294K ﹤0.01%
4,208
-452
250
$294K ﹤0.01%
4,116
+1,266
8 9
10
11 12