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
376
$71.3K ﹤0.01%
321
377
$70.8K ﹤0.01%
1,931
378
$70.8K ﹤0.01%
656
379
$67.4K ﹤0.01%
1,300
380
$66.9K ﹤0.01%
2,500
381
$65.2K ﹤0.01%
1,035
382
$64.9K ﹤0.01%
493
383
$63K ﹤0.01%
600
384
$62.4K ﹤0.01%
165
+50
385
$61.8K ﹤0.01%
2,253
386
$61.8K ﹤0.01%
3,495
-900
387
$61K ﹤0.01%
1,100
388
$60.6K ﹤0.01%
1,500
389
$60.3K ﹤0.01%
500
390
$59.4K ﹤0.01%
569
391
$57.2K ﹤0.01%
800
392
$56.9K ﹤0.01%
900
393
$55.6K ﹤0.01%
250
394
$55.2K ﹤0.01%
805
395
$53.8K ﹤0.01%
686
396
$53.5K ﹤0.01%
457
397
$52K ﹤0.01%
400
398
$51.2K ﹤0.01%
1,485
399
$49.9K ﹤0.01%
4,243
400
$49.5K ﹤0.01%
490
-120
14 15
16
17 18