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
251
$292K ﹤0.01%
1,636
+113
252
$287K ﹤0.01%
1,965
-60
253
$284K ﹤0.01%
8,044
254
$283K ﹤0.01%
25,452
+6,175
255
$282K ﹤0.01%
16,110
-12,760
256
$280K ﹤0.01%
4,968
257
$278K ﹤0.01%
4,164
+2,000
258
$276K ﹤0.01%
1,200
259
$268K ﹤0.01%
6,250
260
$258K ﹤0.01%
850
-25
261
$255K ﹤0.01%
15,536
262
$250K ﹤0.01%
3,695
263
$246K ﹤0.01%
2,112
264
$244K ﹤0.01%
6,836
+397
265
$241K ﹤0.01%
5,105
266
$239K ﹤0.01%
4,340
267
$238K ﹤0.01%
1,496
+656
268
$230K ﹤0.01%
2,027
+250
269
$229K ﹤0.01%
17,938
270
$229K ﹤0.01%
2,259
271
$227K ﹤0.01%
3,207
-91
272
$224K ﹤0.01%
4,900
273
$224K ﹤0.01%
7,179
+3,679
274
$223K ﹤0.01%
2,387
275
$223K ﹤0.01%
1,967
+2
9 10
11
12 13