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
476
$13.8K ﹤0.01%
50
477
$13.3K ﹤0.01%
697
478
$12.7K ﹤0.01%
162
-130
479
$12.5K ﹤0.01%
415
480
$11.9K ﹤0.01%
166
481
$11.9K ﹤0.01%
110
482
$11.7K ﹤0.01%
1,000
-1,000
483
$11.7K ﹤0.01%
135
484
$11.5K ﹤0.01%
152
+134
485
$11.4K ﹤0.01%
+43
486
$10.9K ﹤0.01%
2,949
487
$10.8K ﹤0.01%
+500
488
$10.4K ﹤0.01%
35
-75
489
$10.3K ﹤0.01%
206
-43
490
$9.82K ﹤0.01%
30
491
$9.64K ﹤0.01%
58
492
$9.37K ﹤0.01%
570
493
$9.34K ﹤0.01%
+125
494
$9.3K ﹤0.01%
+200
495
$9.13K ﹤0.01%
60
496
$8.99K ﹤0.01%
178
497
$8.71K ﹤0.01%
325
498
$8.55K ﹤0.01%
400
499
$8.31K ﹤0.01%
950
500
$8.1K ﹤0.01%
38
18 19
20
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