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
376
$85K ﹤0.01%
1,756
-249
377
$84K ﹤0.01%
1,075
378
$84K ﹤0.01%
500
-9
379
$82K ﹤0.01%
1,800
380
$80K ﹤0.01%
3,300
-1,150
381
$80K ﹤0.01%
622
-60
382
$79K ﹤0.01%
686
-1,192
383
$78K ﹤0.01%
383
+3
384
$77K ﹤0.01%
3,000
385
$77K ﹤0.01%
1,152
386
$76K ﹤0.01%
1,346
+342
387
$76K ﹤0.01%
5,709
388
$76K ﹤0.01%
3,989
389
$75K ﹤0.01%
19,756
390
$75K ﹤0.01%
1,595
391
$72K ﹤0.01%
+2,655
392
$71K ﹤0.01%
+600
393
$71K ﹤0.01%
500
-70
394
$69K ﹤0.01%
1,061
-196
395
$68K ﹤0.01%
500
396
$68K ﹤0.01%
3,093
397
$68K ﹤0.01%
1,822
398
$68K ﹤0.01%
657
-48
399
$67K ﹤0.01%
2,145
400
$66K ﹤0.01%
450
14 15
16
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