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
501
$20K ﹤0.01%
1,300
502
$20K ﹤0.01%
1,220
503
$20K ﹤0.01%
424
504
$20K ﹤0.01%
1,449
505
$20K ﹤0.01%
129
506
$19K ﹤0.01%
269
507
$19K ﹤0.01%
110
508
$19K ﹤0.01%
180
509
$18K ﹤0.01%
77
-12
510
$18K ﹤0.01%
450
511
$18K ﹤0.01%
+139
512
$18K ﹤0.01%
300
513
$18K ﹤0.01%
250
514
$17K ﹤0.01%
2,168
515
$17K ﹤0.01%
360
516
$16K ﹤0.01%
230
-3,339
517
$16K ﹤0.01%
+454
518
$16K ﹤0.01%
1,663
-341
519
$16K ﹤0.01%
+254
520
$16K ﹤0.01%
560
521
$16K ﹤0.01%
200
522
$16K ﹤0.01%
70
523
$15K ﹤0.01%
+284
524
$15K ﹤0.01%
4,482
525
$15K ﹤0.01%
6,500
19 20
21
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