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
276
$188K ﹤0.01%
1,155
277
$188K ﹤0.01%
1,822
278
$188K ﹤0.01%
2,556
279
$187K ﹤0.01%
1,509
280
$187K ﹤0.01%
7,500
281
$186K ﹤0.01%
593
+68
282
$185K ﹤0.01%
8,000
283
$185K ﹤0.01%
3,835
284
$185K ﹤0.01%
+500
285
$183K ﹤0.01%
4,429
-360
286
$174K ﹤0.01%
3,184
287
$169K ﹤0.01%
970
288
$169K ﹤0.01%
1,200
289
$168K ﹤0.01%
1,850
+550
290
$168K ﹤0.01%
575
291
$162K ﹤0.01%
3,155
292
$162K ﹤0.01%
4,680
293
$159K ﹤0.01%
500
294
$158K ﹤0.01%
+2,676
295
$158K ﹤0.01%
847
296
$155K ﹤0.01%
6,250
297
$153K ﹤0.01%
462
298
$152K ﹤0.01%
700
299
$151K ﹤0.01%
3,600
300
$151K ﹤0.01%
2,000
10 11
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