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
326
$141K ﹤0.01%
2,000
327
$137K ﹤0.01%
1,452
328
$136K ﹤0.01%
3,269
-80
329
$136K ﹤0.01%
616
+41
330
$133K ﹤0.01%
2,889
+39
331
$132K ﹤0.01%
2,055
-1,040
332
$130K ﹤0.01%
2,127
333
$128K ﹤0.01%
3,330
334
$127K ﹤0.01%
2,455
335
$126K ﹤0.01%
1,200
336
$125K ﹤0.01%
8,800
337
$124K ﹤0.01%
867
-1,191
338
$124K ﹤0.01%
2,600
339
$121K ﹤0.01%
3,410
+744
340
$120K ﹤0.01%
403
-205
341
$119K ﹤0.01%
3,512
-1,536
342
$116K ﹤0.01%
4,680
343
$116K ﹤0.01%
383
344
$116K ﹤0.01%
+350
345
$115K ﹤0.01%
+4,555
346
$114K ﹤0.01%
+250
347
$113K ﹤0.01%
889
+64
348
$113K ﹤0.01%
3,600
349
$113K ﹤0.01%
3,424
350
$111K ﹤0.01%
395
+90
12 13
14
15 16