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
476
$29K ﹤0.01%
638
+35
477
$29K ﹤0.01%
256
-2
478
$29K ﹤0.01%
457
+257
479
$28K ﹤0.01%
272
+10
480
$27K ﹤0.01%
240
481
$27K ﹤0.01%
741
482
$26K ﹤0.01%
700
483
$26K ﹤0.01%
500
484
$26K ﹤0.01%
318
-317
485
$25K ﹤0.01%
1,500
-8,210
486
$24K ﹤0.01%
130
487
$24K ﹤0.01%
210
488
$24K ﹤0.01%
500
489
$24K ﹤0.01%
5,718
-122
490
$24K ﹤0.01%
80
491
$23K ﹤0.01%
926
492
$23K ﹤0.01%
432
493
$22K ﹤0.01%
+46
494
$22K ﹤0.01%
1,029
495
$22K ﹤0.01%
2,031
496
$22K ﹤0.01%
+189
497
$22K ﹤0.01%
+279
498
$21K ﹤0.01%
318
-142
499
$21K ﹤0.01%
1,750
500
$21K ﹤0.01%
1,000
18 19
20
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