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
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200
504
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500
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60
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507
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508
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$6.5K ﹤0.01%
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522
$4.95K ﹤0.01%
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523
$4.51K ﹤0.01%
306
524
$4.4K ﹤0.01%
50
525
$4.25K ﹤0.01%
105
-3,564