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
276
$207K ﹤0.01%
1,952
-244
277
$206K ﹤0.01%
10,000
278
$206K ﹤0.01%
627
+210
279
$203K ﹤0.01%
14,500
280
$200K ﹤0.01%
725
281
$199K ﹤0.01%
6,250
282
$199K ﹤0.01%
2,915
283
$197K ﹤0.01%
180
+10
284
$197K ﹤0.01%
1,030
285
$193K ﹤0.01%
2,500
-5,220
286
$189K ﹤0.01%
+6,000
287
$186K ﹤0.01%
7,500
288
$180K ﹤0.01%
1,450
-2,199
289
$179K ﹤0.01%
395
290
$178K ﹤0.01%
2,500
291
$170K ﹤0.01%
4,429
292
$170K ﹤0.01%
2,556
293
$169K ﹤0.01%
1,822
294
$166K ﹤0.01%
5,000
295
$164K ﹤0.01%
8,000
296
$161K ﹤0.01%
2,065
-300
297
$161K ﹤0.01%
3,835
298
$160K ﹤0.01%
1,155
299
$157K ﹤0.01%
593
-18
300
$154K ﹤0.01%
970
10 11
12
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