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
401
$43.3K ﹤0.01%
725
402
$43.3K ﹤0.01%
930
403
$43.1K ﹤0.01%
1,310
404
$43K ﹤0.01%
+666
405
$43K ﹤0.01%
+400
406
$42.2K ﹤0.01%
837
407
$42.1K ﹤0.01%
330
-30
408
$41.9K ﹤0.01%
718
409
$41.6K ﹤0.01%
233
410
$41.4K ﹤0.01%
3,640
-603
411
$41.1K ﹤0.01%
3,010
412
$40.9K ﹤0.01%
+416
413
$40.6K ﹤0.01%
2,093
414
$39.6K ﹤0.01%
498
415
$39.5K ﹤0.01%
300
416
$39K ﹤0.01%
800
-4,587
417
$37.5K ﹤0.01%
666
418
$37.2K ﹤0.01%
900
419
$36.8K ﹤0.01%
1,527
420
$36.6K ﹤0.01%
1,760
+12
421
$35.5K ﹤0.01%
+355
422
$35.2K ﹤0.01%
1,867
+1,192
423
$32.2K ﹤0.01%
191
424
$31.6K ﹤0.01%
1,492
-809
425
$30.6K ﹤0.01%
100
15 16
17
18 19