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
$10.1B
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
251
$267K ﹤0.01%
10,000
252
$258K ﹤0.01%
1,240
253
$258K ﹤0.01%
5,300
-300
254
$258K ﹤0.01%
2,259
255
$258K ﹤0.01%
522
-43
256
$253K ﹤0.01%
1,217
-43
257
$250K ﹤0.01%
1,348
-43
258
$248K ﹤0.01%
2,043
259
$247K ﹤0.01%
2,208
-502
260
$246K ﹤0.01%
8,162
-460
261
$246K ﹤0.01%
15,000
262
$245K ﹤0.01%
2,769
-100
263
$237K ﹤0.01%
547
264
$235K ﹤0.01%
3,628
-140
265
$232K ﹤0.01%
2,105
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266
$228K ﹤0.01%
2,175
267
$227K ﹤0.01%
3,872
268
$225K ﹤0.01%
2,642
269
$221K ﹤0.01%
4,500
270
$221K ﹤0.01%
6,473
271
$219K ﹤0.01%
6,134
-235
272
$216K ﹤0.01%
3,101
-205
273
$214K ﹤0.01%
2,350
274
$213K ﹤0.01%
2,910
-450
275
$213K ﹤0.01%
1,968
+2
9 10
11
12 13