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
$10.9B
AUM Growth
+$798M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$40.4M
2
+$24.6M
3
+$18M
4
PAYC icon
Paycom
PAYC
+$14.8M
5
WEX icon
WEX
WEX
+$9.15M

Top Sells

1
+$11.9M
2
+$10.1M
3
+$9.72M
4
AAPL icon
Apple
AAPL
+$8.85M
5
NXPI icon
NXP Semiconductors
NXPI
+$7.48M

Sector Composition

1 Technology 40.18%
2 Healthcare 16.5%
3 Consumer Discretionary 10.28%
4 Financials 9.32%
5 Communication Services 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$334K ﹤0.01%
1,592
227
$334K ﹤0.01%
8,054
-1,710
228
$333K ﹤0.01%
3,953
229
$329K ﹤0.01%
5,300
230
$327K ﹤0.01%
22,705
-679
231
$315K ﹤0.01%
1,011
232
$313K ﹤0.01%
565
+29
233
$309K ﹤0.01%
2,478
234
$305K ﹤0.01%
2,515
+630
235
$303K ﹤0.01%
3,123
-210
236
$298K ﹤0.01%
1,240
-28
237
$297K ﹤0.01%
4,926
238
$287K ﹤0.01%
2,259
-101
239
$284K ﹤0.01%
3,545
-261
240
$282K ﹤0.01%
1,205
241
$282K ﹤0.01%
700
242
$282K ﹤0.01%
3,148
-480
243
$273K ﹤0.01%
559
244
$273K ﹤0.01%
2,119
245
$270K ﹤0.01%
10,000
246
$264K ﹤0.01%
1,196
-77
247
$262K ﹤0.01%
2,175
248
$257K ﹤0.01%
5,000
-6,650
249
$252K ﹤0.01%
11,835
250
$251K ﹤0.01%
3,096
8 9
10
11 12