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
301
$151K ﹤0.01%
6,000
302
$147K ﹤0.01%
1,820
303
$142K ﹤0.01%
1,370
304
$142K ﹤0.01%
428
-31
305
$141K ﹤0.01%
839
+39
306
$140K ﹤0.01%
767
+155
307
$138K ﹤0.01%
1,500
308
$138K ﹤0.01%
1,570
309
$137K ﹤0.01%
4,500
310
$132K ﹤0.01%
1,061
311
$131K ﹤0.01%
640
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312
$129K ﹤0.01%
1,122
-63
313
$128K ﹤0.01%
7,107
-4
314
$127K ﹤0.01%
500
315
$125K ﹤0.01%
1,216
316
$124K ﹤0.01%
2,237
317
$119K ﹤0.01%
11,979
318
$119K ﹤0.01%
4,000
319
$119K ﹤0.01%
2,500
320
$118K ﹤0.01%
2,735
321
$116K ﹤0.01%
5,397
322
$115K ﹤0.01%
1,655
323
$113K ﹤0.01%
500
324
$111K ﹤0.01%
4,795
325
$111K ﹤0.01%
1,190
11 12
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