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
326
$124K ﹤0.01%
800
327
$122K ﹤0.01%
3,000
-5,000
328
$119K ﹤0.01%
2,500
-86
329
$119K ﹤0.01%
2,867
-4,609
330
$117K ﹤0.01%
1,500
331
$117K ﹤0.01%
1,122
332
$116K ﹤0.01%
500
-35
333
$116K ﹤0.01%
1,190
-185
334
$116K ﹤0.01%
1,172
335
$115K ﹤0.01%
328
336
$113K ﹤0.01%
1,061
-255
337
$112K ﹤0.01%
5,000
338
$111K ﹤0.01%
4,500
339
$108K ﹤0.01%
2,127
340
$108K ﹤0.01%
1,655
-122
341
$106K ﹤0.01%
1,510
342
$106K ﹤0.01%
1,216
343
$105K ﹤0.01%
428
-279
344
$104K ﹤0.01%
1,357
345
$104K ﹤0.01%
1,300
346
$102K ﹤0.01%
1,800
347
$102K ﹤0.01%
6,671
+255
348
$99.4K ﹤0.01%
500
349
$96.8K ﹤0.01%
2,455
-550
350
$95.7K ﹤0.01%
847
-100
12 13
14
15 16