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
351
$82.5K ﹤0.01%
950
352
$82.5K ﹤0.01%
2,127
353
$82.1K ﹤0.01%
3,000
-13,512
354
$81.2K ﹤0.01%
1,040
-16
355
$80.2K ﹤0.01%
300
356
$79.5K ﹤0.01%
2,475
357
$79.3K ﹤0.01%
+749
358
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630
-18
359
$77.7K ﹤0.01%
1,295
-215
360
$75.9K ﹤0.01%
600
361
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2,500
362
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2,253
363
$71.5K ﹤0.01%
1,100
-117
364
$70.8K ﹤0.01%
1,595
365
$67.1K ﹤0.01%
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366
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620
367
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636
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368
$65.6K ﹤0.01%
1,271
369
$65.3K ﹤0.01%
165
370
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150
371
$63.3K ﹤0.01%
425
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372
$62.8K ﹤0.01%
900
373
$62.1K ﹤0.01%
990
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374
$61.3K ﹤0.01%
490
375
$61.3K ﹤0.01%
+3,357
13 14
15
16 17