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
26
$131M 1.3%
244,364
-1,296
27
$97.8M 0.97%
1,429,117
-4,345
28
$92M 0.91%
905,878
-35,449
29
$88.9M 0.88%
251,866
-5,899
30
$88.5M 0.88%
190,553
+11,523
31
$88.5M 0.88%
226,802
-985
32
$85.2M 0.84%
915,486
-8,536
33
$73.8M 0.73%
346,895
+8,509
34
$73M 0.72%
141,800
-8,564
35
$73M 0.72%
1,187,040
+13,640
36
$69.2M 0.69%
180,305
+3,946
37
$68.8M 0.68%
437,700
-5,499
38
$63.6M 0.63%
238,082
-2,359
39
$62.2M 0.62%
255,186
+418
40
$58.1M 0.58%
284,593
-12,269
41
$57.9M 0.57%
61,446
+17,529
42
$53.8M 0.53%
788,445
+4,185
43
$52.3M 0.52%
328,922
-12,549
44
$51.6M 0.51%
427,090
-3,439
45
$47.8M 0.47%
622,962
-20,274
46
$46M 0.46%
506,545
+23,068
47
$41.8M 0.41%
48,015
+739
48
$41.6M 0.41%
247,112
-3,316
49
$41.5M 0.41%
403,689
-5,724
50
$39.2M 0.39%
107,754
-2,489
1
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