LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
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
401
$48.8K ﹤0.01%
400
402
$48.8K ﹤0.01%
1,004
403
$48.6K ﹤0.01%
300
404
$48.6K ﹤0.01%
350
405
$47.9K ﹤0.01%
240
-160
406
$47.9K ﹤0.01%
+2,000
407
$47.7K ﹤0.01%
850
408
$47.5K ﹤0.01%
360
-75
409
$47.4K ﹤0.01%
1,225
410
$46.7K ﹤0.01%
+1,000
411
$46.5K ﹤0.01%
2,301
412
$45.2K ﹤0.01%
1,218
413
$44.2K ﹤0.01%
384
414
$43.8K ﹤0.01%
2,093
415
$43.6K ﹤0.01%
718
416
$42K ﹤0.01%
930
417
$41K ﹤0.01%
1,186
418
– –
0
419
$40K ﹤0.01%
350
420
$39.6K ﹤0.01%
300
421
$39.3K ﹤0.01%
725
-492
422
$38.7K ﹤0.01%
3,005
423
$37.2K ﹤0.01%
130
424
$37K ﹤0.01%
288
425
$36.2K ﹤0.01%
666
15 16
17
18 19