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
501
$8.77K ﹤0.01%
1,019
502
$8.51K ﹤0.01%
38
503
$7.81K ﹤0.01%
200
504
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500
505
$7.54K ﹤0.01%
60
506
$7.54K ﹤0.01%
151
507
$7.53K ﹤0.01%
70
508
$6.68K ﹤0.01%
80
509
$6.64K ﹤0.01%
100
510
$6.5K ﹤0.01%
100
511
$6.48K ﹤0.01%
225
512
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950
513
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400
514
$6.34K ﹤0.01%
200
515
$6.05K ﹤0.01%
850
516
$5.75K ﹤0.01%
67
517
$5.55K ﹤0.01%
135
518
$5.38K ﹤0.01%
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519
$5.35K ﹤0.01%
312
-60
520
$5.05K ﹤0.01%
190
521
$5.03K ﹤0.01%
120
522
$4.95K ﹤0.01%
60
523
$4.51K ﹤0.01%
306
524
$4.4K ﹤0.01%
50
525
$4.25K ﹤0.01%
105
-3,564
19 20
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