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
426
$49K ﹤0.01%
780
427
$48K ﹤0.01%
424
-127
428
$48K ﹤0.01%
1,650
429
$48K ﹤0.01%
10,707
430
$48K ﹤0.01%
325
431
$47K ﹤0.01%
800
432
$47K ﹤0.01%
+601
433
$46K ﹤0.01%
1,100
434
$46K ﹤0.01%
1,233
435
$45K ﹤0.01%
2,301
436
$45K ﹤0.01%
666
437
$45K ﹤0.01%
425
+376
438
$44K ﹤0.01%
359
+15
439
$44K ﹤0.01%
372
440
$44K ﹤0.01%
+419
441
$44K ﹤0.01%
479
+219
442
$44K ﹤0.01%
919
443
$43K ﹤0.01%
1,121
-91
444
– –
0
445
$43K ﹤0.01%
300
-26
446
$43K ﹤0.01%
2,720
-2,410
447
$43K ﹤0.01%
1,102
448
$43K ﹤0.01%
783
-1,256
449
$42K ﹤0.01%
399
450
$41K ﹤0.01%
500
16 17
18
19 20