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
476
$15K ﹤0.01%
246
477
$15K ﹤0.01%
539
-200
478
$14.9K ﹤0.01%
134
-810
479
$14.4K ﹤0.01%
100
-657
480
$14.2K ﹤0.01%
2,592
481
$13.9K ﹤0.01%
60
482
$13.8K ﹤0.01%
+2,380
483
$13.7K ﹤0.01%
697
484
$13.6K ﹤0.01%
5,000
485
$13.4K ﹤0.01%
275
486
$13K ﹤0.01%
400
-20,600
487
$12.6K ﹤0.01%
108
488
$12.4K ﹤0.01%
145
489
$12.3K ﹤0.01%
25
490
$11.7K ﹤0.01%
50
491
$11.5K ﹤0.01%
138
492
$11.3K ﹤0.01%
325
493
$11.1K ﹤0.01%
30
494
$10.6K ﹤0.01%
480
495
$10.6K ﹤0.01%
83
-94
496
$10.2K ﹤0.01%
1,450
497
$9.79K ﹤0.01%
178
498
$9.79K ﹤0.01%
2,200
499
$9.52K ﹤0.01%
700
500
$9.39K ﹤0.01%
67
18 19
20
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