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
376
$61.1K ﹤0.01%
800
377
$59.6K ﹤0.01%
494
-75
378
$59.2K ﹤0.01%
805
379
$58.7K ﹤0.01%
321
-1
380
$57.9K ﹤0.01%
493
381
$57.8K ﹤0.01%
400
382
$57.2K ﹤0.01%
850
383
$55.9K ﹤0.01%
1,100
384
$55.3K ﹤0.01%
2,358
-150
385
$54.1K ﹤0.01%
250
386
$52.5K ﹤0.01%
+450
387
– –
0
388
$51.6K ﹤0.01%
1,045
-601
389
$50.8K ﹤0.01%
+430
390
$50.5K ﹤0.01%
+916
391
$49.9K ﹤0.01%
450
392
$49.8K ﹤0.01%
670
393
$49K ﹤0.01%
350
394
$48.8K ﹤0.01%
1,004
395
$47.9K ﹤0.01%
2,000
396
$47.2K ﹤0.01%
+550
397
$45.4K ﹤0.01%
1,000
398
$45.2K ﹤0.01%
424
399
$44.4K ﹤0.01%
130
400
$43.5K ﹤0.01%
1,225
14 15
16
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