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
251
$251K ﹤0.01%
990
-910
252
$250K ﹤0.01%
2,642
253
$250K ﹤0.01%
3,309
+1,486
254
$249K ﹤0.01%
+5,000
255
$249K ﹤0.01%
6,473
256
$248K ﹤0.01%
2,915
257
$243K ﹤0.01%
1,380
-1,650
258
$241K ﹤0.01%
7,000
259
$238K ﹤0.01%
10,000
260
$237K ﹤0.01%
2,043
261
$233K ﹤0.01%
725
262
$230K ﹤0.01%
180
263
$220K ﹤0.01%
2,662
+52
264
$219K ﹤0.01%
+12,000
265
$217K ﹤0.01%
6,134
266
$215K ﹤0.01%
2,350
267
$209K ﹤0.01%
1,939
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268
$207K ﹤0.01%
1,030
269
$207K ﹤0.01%
627
270
$204K ﹤0.01%
2,223
+158
271
$196K ﹤0.01%
6,000
272
$195K ﹤0.01%
1,425
-25
273
$193K ﹤0.01%
1,915
-14,187
274
$193K ﹤0.01%
234
-2,904
275
$192K ﹤0.01%
5,000
9 10
11
12 13