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
276
$220K ﹤0.01%
6,473
277
$218K ﹤0.01%
1,001
-6
278
$218K ﹤0.01%
1,000
279
$215K ﹤0.01%
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280
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2,213
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281
$212K ﹤0.01%
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-110
282
$212K ﹤0.01%
4,362
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283
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10,000
284
$209K ﹤0.01%
2,200
-200
285
$208K ﹤0.01%
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286
$206K ﹤0.01%
2,954
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287
$205K ﹤0.01%
15,000
288
$202K ﹤0.01%
15,179
289
$202K ﹤0.01%
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290
$200K ﹤0.01%
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291
$199K ﹤0.01%
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292
$194K ﹤0.01%
10,000
293
$193K ﹤0.01%
2,130
-2,495
294
$193K ﹤0.01%
2,034
+416
295
$192K ﹤0.01%
3,312
+400
296
$191K ﹤0.01%
2,175
297
$189K ﹤0.01%
2,068
+196
298
$184K ﹤0.01%
477
-10
299
$182K ﹤0.01%
5,660
300
$182K ﹤0.01%
2,665
-600
10 11
12
13 14