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
351
$110K ﹤0.01%
4,137
-14
352
$107K ﹤0.01%
1,500
353
$106K ﹤0.01%
410
354
$105K ﹤0.01%
1,550
355
$105K ﹤0.01%
2,253
356
$105K ﹤0.01%
462
357
$103K ﹤0.01%
1,000
+600
358
$99K ﹤0.01%
2,574
+312
359
$99K ﹤0.01%
6,352
360
$99K ﹤0.01%
1,500
-20
361
$98K ﹤0.01%
+1,666
362
$97K ﹤0.01%
445
363
$95K ﹤0.01%
1,260
+460
364
$94K ﹤0.01%
464
365
$92K ﹤0.01%
1,755
-120
366
$92K ﹤0.01%
2,000
367
$90K ﹤0.01%
3,238
-28
368
$89K ﹤0.01%
1,485
369
$89K ﹤0.01%
2,840
-6,130
370
$88K ﹤0.01%
3,768
371
$87K ﹤0.01%
+2,500
372
$87K ﹤0.01%
2,000
373
$87K ﹤0.01%
1,437
374
$86K ﹤0.01%
457
-19
375
$85K ﹤0.01%
1,300
13 14
15
16 17