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
451
$41K ﹤0.01%
567
452
$40K ﹤0.01%
+916
453
$40K ﹤0.01%
480
454
$40K ﹤0.01%
101
455
$39K ﹤0.01%
635
+390
456
$39K ﹤0.01%
162
-19
457
$38K ﹤0.01%
1,443
+491
458
$37K ﹤0.01%
250
459
$37K ﹤0.01%
768
460
$37K ﹤0.01%
350
461
$37K ﹤0.01%
1,031
+31
462
$37K ﹤0.01%
323
+15
463
$36K ﹤0.01%
+634
464
$36K ﹤0.01%
+666
465
$34K ﹤0.01%
3,930
466
$34K ﹤0.01%
215
467
$34K ﹤0.01%
314
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468
$34K ﹤0.01%
457
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$33K ﹤0.01%
400
470
$33K ﹤0.01%
300
471
$32K ﹤0.01%
240
472
$32K ﹤0.01%
515
473
$31K ﹤0.01%
3,005
+2,000
474
$30K ﹤0.01%
200
475
$30K ﹤0.01%
817
+33
17 18
19
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