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
26
$99.6M 1.22%
252,367
-4,702
27
$91.9M 1.13%
966,493
+1,550
28
$82.3M 1.01%
1,076,897
-228,030
29
$76.2M 0.94%
351,329
-5,401
30
$73.3M 0.9%
1,049,178
-30,409
31
$72.4M 0.89%
767,381
-58,630
32
$71.2M 0.88%
259,743
-3,082
33
$70M 0.86%
434,372
-7,884
34
$65.7M 0.81%
456,799
-4,519
35
$64.2M 0.79%
361,770
+64
36
$64.1M 0.79%
1,530,898
-34
37
$60.3M 0.74%
387,397
+25,954
38
$53.5M 0.66%
152,681
+542
39
$51.1M 0.63%
292,347
+3,402
40
$49.8M 0.61%
210,246
+97,999
41
$47M 0.58%
475,872
-844
42
$46.7M 0.57%
171,061
+919
43
$45.4M 0.56%
213,078
+655
44
$42.4M 0.52%
254,315
+3,286
45
$40.9M 0.5%
1,080,749
-158,587
46
$40.5M 0.5%
443,913
-2,153
47
$40.2M 0.49%
1,461,372
-274,504
48
$36.6M 0.45%
427,294
-6,628
49
$34M 0.42%
266,461
+2,354
50
$33.9M 0.42%
237,563
-4,306
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2
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