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
301
$153K ﹤0.01%
612
302
$152K ﹤0.01%
500
303
$152K ﹤0.01%
3,184
+45
304
$152K ﹤0.01%
380
305
$150K ﹤0.01%
6,000
+2,000
306
$148K ﹤0.01%
1,370
-28
307
$148K ﹤0.01%
700
308
$146K ﹤0.01%
1,200
309
$145K ﹤0.01%
1,452
310
$144K ﹤0.01%
3,155
-20
311
$144K ﹤0.01%
7,300
312
$141K ﹤0.01%
4,740
313
$141K ﹤0.01%
1,755
314
$138K ﹤0.01%
3,600
315
$137K ﹤0.01%
1,566
-110
316
$136K ﹤0.01%
4,680
317
$135K ﹤0.01%
2,000
318
$135K ﹤0.01%
462
319
$134K ﹤0.01%
8,508
320
$132K ﹤0.01%
1,570
321
$131K ﹤0.01%
1,877
-2,457
322
$131K ﹤0.01%
4,000
323
$130K ﹤0.01%
11,979
324
$127K ﹤0.01%
525
325
$125K ﹤0.01%
1,500
-1,174
11 12
13
14 15