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
451
$20.4K ﹤0.01%
273
452
$20.3K ﹤0.01%
875
453
$20.2K ﹤0.01%
+420
454
$19.9K ﹤0.01%
450
455
$19.3K ﹤0.01%
1,008
-7,500
456
$18.9K ﹤0.01%
5,000
457
$18.8K ﹤0.01%
1,086
-25
458
$18.7K ﹤0.01%
200
459
$18.3K ﹤0.01%
926
460
$18.1K ﹤0.01%
63
-265
461
$17.3K ﹤0.01%
2,163
+288
462
$16.8K ﹤0.01%
539
463
$16.7K ﹤0.01%
80
464
$16.6K ﹤0.01%
84
465
$16.5K ﹤0.01%
190
466
$16.3K ﹤0.01%
37
467
$15.1K ﹤0.01%
100
468
$15K ﹤0.01%
2,380
469
$14.5K ﹤0.01%
254
-432
470
$14.5K ﹤0.01%
102
471
$14.3K ﹤0.01%
206
-74
472
$14.2K ﹤0.01%
180
473
$14K ﹤0.01%
108
474
$13.8K ﹤0.01%
1,019
475
$13.8K ﹤0.01%
138
17 18
19
20 21