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
301
$179K ﹤0.01%
3,649
302
$177K ﹤0.01%
1,950
-145
303
$176K ﹤0.01%
3,120
304
$176K ﹤0.01%
1,048
+48
305
$175K ﹤0.01%
5,000
306
$174K ﹤0.01%
2,200
307
$172K ﹤0.01%
368
+192
308
$172K ﹤0.01%
400
+87
309
$166K ﹤0.01%
850
+347
310
$166K ﹤0.01%
2,700
-55
311
$164K ﹤0.01%
1,822
312
$163K ﹤0.01%
1,941
-35
313
$162K ﹤0.01%
1,982
314
$159K ﹤0.01%
1,570
315
$159K ﹤0.01%
4,800
+800
316
$158K ﹤0.01%
725
317
$157K ﹤0.01%
5,399
+824
318
$150K ﹤0.01%
8,000
319
$149K ﹤0.01%
7,950
320
$148K ﹤0.01%
1,988
321
$143K ﹤0.01%
2,500
322
$143K ﹤0.01%
843
+143
323
$142K ﹤0.01%
7,000
324
$142K ﹤0.01%
3,000
325
$142K ﹤0.01%
3,000
11 12
13
14 15