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
326
$110K ﹤0.01%
2,285
+800
327
$109K ﹤0.01%
2,411
+1,466
328
$109K ﹤0.01%
3,900
329
$106K ﹤0.01%
1,555
-100
330
$103K ﹤0.01%
1,209
331
$102K ﹤0.01%
1,800
332
$101K ﹤0.01%
200
333
$101K ﹤0.01%
1,055
-67
334
$100K ﹤0.01%
2,415
335
$98.8K ﹤0.01%
100
336
$98.5K ﹤0.01%
2,000
337
$98.1K ﹤0.01%
380
338
$98K ﹤0.01%
2,455
339
$96.3K ﹤0.01%
1,233
340
$95.2K ﹤0.01%
1,765
341
$92.5K ﹤0.01%
1,437
-4,679
342
$89.9K ﹤0.01%
6,917
343
$89.9K ﹤0.01%
500
344
$89.6K ﹤0.01%
831
+175
345
$89.3K ﹤0.01%
3,000
346
$87.4K ﹤0.01%
2,243
+312
347
$86.6K ﹤0.01%
1,233
348
$84.8K ﹤0.01%
2,180
349
$84.8K ﹤0.01%
500
350
$84.3K ﹤0.01%
3,372
-4,175
12 13
14
15 16