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
351
$95.6K ﹤0.01%
500
352
$95.4K ﹤0.01%
1,055
353
$95K ﹤0.01%
2,409
354
$94.7K ﹤0.01%
1,201
-1,214
355
$92.4K ﹤0.01%
3,040
356
$92.1K ﹤0.01%
3,000
357
$91.9K ﹤0.01%
2,237
358
$91.8K ﹤0.01%
2,666
359
$90.1K ﹤0.01%
648
-349
360
$89.9K ﹤0.01%
1,595
361
$89.6K ﹤0.01%
100
362
$89.1K ﹤0.01%
758
363
$89K ﹤0.01%
2,245
-41
364
$86.6K ﹤0.01%
2,000
365
$85.6K ﹤0.01%
2,475
-3,636
366
$83.3K ﹤0.01%
6,917
367
$82.5K ﹤0.01%
5,397
368
$78.7K ﹤0.01%
1,233
369
$78K ﹤0.01%
1,233
-71
370
$77.7K ﹤0.01%
300
371
$76.8K ﹤0.01%
200
-512
372
$76.1K ﹤0.01%
2,508
373
$75.1K ﹤0.01%
950
374
$73.7K ﹤0.01%
680
-1,097
375
$73.7K ﹤0.01%
450
13 14
15
16 17