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
451
$23.9K ﹤0.01%
642
452
$23.7K ﹤0.01%
110
453
$23.2K ﹤0.01%
500
454
$22.3K ﹤0.01%
2,725
-7,416
455
$22.3K ﹤0.01%
315
-435
456
$22.3K ﹤0.01%
1,750
457
$22.2K ﹤0.01%
80
458
$21.5K ﹤0.01%
+95
459
$21.2K ﹤0.01%
318
460
$21.1K ﹤0.01%
292
461
$21.1K ﹤0.01%
200
462
$20.8K ﹤0.01%
1,013
-507
463
$20.2K ﹤0.01%
150
-217
464
$19.9K ﹤0.01%
256
465
$19.5K ﹤0.01%
62
-15
466
$18.1K ﹤0.01%
190
467
$17.9K ﹤0.01%
926
468
$17.3K ﹤0.01%
450
469
$17.2K ﹤0.01%
273
+2
470
$16.7K ﹤0.01%
94
471
$16.6K ﹤0.01%
84
472
$16.6K ﹤0.01%
280
473
$16.1K ﹤0.01%
168
-115
474
$16.1K ﹤0.01%
1,111
475
$15.2K ﹤0.01%
2,000
17 18
19
20 21