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
$10.1B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$10.7M
3
+$9.68M
4
PH icon
Parker-Hannifin
PH
+$5.35M
5
WEX icon
WEX
WEX
+$4.67M

Top Sells

1
+$57.4M
2
+$23.6M
3
+$21.9M
4
MSFT icon
Microsoft
MSFT
+$13.7M
5
AAPL icon
Apple
AAPL
+$10.6M

Sector Composition

1 Technology 39.56%
2 Healthcare 17.19%
3 Financials 10.67%
4 Consumer Discretionary 10.19%
5 Communication Services 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$343K ﹤0.01%
5,105
227
$343K ﹤0.01%
6,290
-3,750
228
$333K ﹤0.01%
6,636
-495
229
$329K ﹤0.01%
1,905
230
$329K ﹤0.01%
11,457
231
$320K ﹤0.01%
6,240
232
$319K ﹤0.01%
1,063
+88
233
$318K ﹤0.01%
3,953
-1,900
234
$316K ﹤0.01%
5,778
-379
235
$316K ﹤0.01%
4,351
-1,469
236
$312K ﹤0.01%
13,811
-3,525
237
$309K ﹤0.01%
2,172
238
$305K ﹤0.01%
5,300
239
$304K ﹤0.01%
3,808
-1,300
240
$294K ﹤0.01%
9,925
241
$293K ﹤0.01%
14,000
242
$291K ﹤0.01%
1,750
243
$287K ﹤0.01%
24,462
-2,630
244
$284K ﹤0.01%
1,592
245
$278K ﹤0.01%
700
246
$276K ﹤0.01%
2,478
247
$274K ﹤0.01%
2,119
248
$273K ﹤0.01%
1,661
-46
249
$269K ﹤0.01%
3,120
250
$269K ﹤0.01%
7,000
8 9
10
11 12