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
426
$30K ﹤0.01%
4,000
427
$29.1K ﹤0.01%
926
428
$28.9K ﹤0.01%
700
-150
429
$28.8K ﹤0.01%
1,052
+39
430
$28.8K ﹤0.01%
537
-106
431
$27.6K ﹤0.01%
103
432
$26.6K ﹤0.01%
500
433
$26.5K ﹤0.01%
1,102
434
$26.5K ﹤0.01%
+200
435
$25.8K ﹤0.01%
125
436
$25.7K ﹤0.01%
67
437
$25.6K ﹤0.01%
240
438
$24.7K ﹤0.01%
160
439
$24.4K ﹤0.01%
192
440
$24.4K ﹤0.01%
1,040
-2,005
441
$23.8K ﹤0.01%
606
-36
442
$23.7K ﹤0.01%
2,000
443
$23.3K ﹤0.01%
+260
444
$22.9K ﹤0.01%
+400
445
$22.7K ﹤0.01%
153
-182
446
$22.2K ﹤0.01%
150
447
$21.7K ﹤0.01%
180
448
$21.4K ﹤0.01%
240
+178
449
$21.3K ﹤0.01%
143
450
$21.2K ﹤0.01%
3,184
16 17
18
19 20