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
426
$34.7K ﹤0.01%
2,949
427
$33.8K ﹤0.01%
1,527
428
$33.5K ﹤0.01%
498
429
$33.3K ﹤0.01%
1,999
-539
430
$33K ﹤0.01%
850
431
$32.8K ﹤0.01%
420
432
$32.2K ﹤0.01%
110
-533
433
$30.4K ﹤0.01%
233
434
$29.5K ﹤0.01%
+318
435
$29.3K ﹤0.01%
1,500
436
$28.8K ﹤0.01%
1,803
437
$28.5K ﹤0.01%
900
438
$28.3K ﹤0.01%
190
+140
439
$28.3K ﹤0.01%
100
440
$28.2K ﹤0.01%
767
441
$27.7K ﹤0.01%
+167
442
$27.6K ﹤0.01%
415
+5
443
$27.1K ﹤0.01%
2,709
-217
444
$26.5K ﹤0.01%
3,184
445
$26.4K ﹤0.01%
160
446
$26.2K ﹤0.01%
875
447
$26.2K ﹤0.01%
300
448
$25.1K ﹤0.01%
191
449
$24.8K ﹤0.01%
537
450
$24.4K ﹤0.01%
1,102
16 17
18
19 20