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
26
$136M 1.26%
240,633
+2,399
27
$136M 1.25%
1,328,181
-33,505
28
$115M 1.06%
449,843
-5,010
29
$114M 1.05%
103,680
+16,406
30
$109M 1.01%
222,860
-547
31
$109M 1%
191,855
+344
32
$92.1M 0.85%
249,542
-903
33
$84.7M 0.78%
351,534
-1,071
34
$80.4M 0.74%
183,113
+2,405
35
$71.8M 0.66%
429,970
-1,186
36
$69.5M 0.64%
139,207
-1,070
37
$68.9M 0.63%
368,142
+131,313
38
$68.4M 0.63%
906,172
-18,782
39
$64.3M 0.59%
882,654
-3,081
40
$61.3M 0.56%
252,400
-976
41
$57.5M 0.53%
274,298
-804
42
$55.9M 0.51%
802,890
-3,075
43
$55.6M 0.51%
224,628
-10,195
44
$53.7M 0.49%
506,407
-9,376
45
$52.6M 0.48%
418,975
-2,844
46
$52.4M 0.48%
249,871
-457
47
$51.4M 0.47%
48,142
+344
48
$51.1M 0.47%
515,298
-30,720
49
$46.1M 0.42%
397,169
+714
50
$45M 0.41%
298,088
-9,202
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