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
401
$66K ﹤0.01%
870
402
$66K ﹤0.01%
1,182
403
$65K ﹤0.01%
2,842
-2,100
404
$62K ﹤0.01%
361
+5
405
$61K ﹤0.01%
725
-345
406
$60K ﹤0.01%
+749
407
$60K ﹤0.01%
1,300
408
$60K ﹤0.01%
918
+200
409
$59K ﹤0.01%
615
+15
410
$58K ﹤0.01%
1,500
-20
411
$57K ﹤0.01%
2,000
412
$56K ﹤0.01%
615
413
$55K ﹤0.01%
200
+180
414
$55K ﹤0.01%
860
415
$54K ﹤0.01%
115
416
$54K ﹤0.01%
454
-101
417
$53K ﹤0.01%
1,144
418
$53K ﹤0.01%
569
-1,137
419
$53K ﹤0.01%
99
420
$53K ﹤0.01%
1,111
+15
421
$52K ﹤0.01%
443
+109
422
$52K ﹤0.01%
4,959
-7,051
423
$51K ﹤0.01%
2,455
-2,046
424
$49K ﹤0.01%
900
425
$49K ﹤0.01%
351
-47
15 16
17
18 19