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
501
$7.96K ﹤0.01%
200
502
$7.96K ﹤0.01%
225
503
$7.54K ﹤0.01%
98
+11
504
$7.45K ﹤0.01%
190
505
$7.35K ﹤0.01%
2,200
506
$7.21K ﹤0.01%
100
507
$7.01K ﹤0.01%
183
-501
508
$6.9K ﹤0.01%
100
509
$6.8K ﹤0.01%
207
-1,011
510
$6.51K ﹤0.01%
112
511
$6.46K ﹤0.01%
400
512
$6.24K ﹤0.01%
1,300
513
$6.24K ﹤0.01%
26
-4
514
$6.16K ﹤0.01%
80
-120
515
$6.03K ﹤0.01%
120
516
$5.76K ﹤0.01%
500
517
$5.57K ﹤0.01%
345
518
$5.19K ﹤0.01%
20
519
$5.13K ﹤0.01%
95
520
$4.8K ﹤0.01%
+81
521
$4.77K ﹤0.01%
105
522
$4.5K ﹤0.01%
1,202
523
$4.25K ﹤0.01%
1,803
524
$4.16K ﹤0.01%
51
525
$4.02K ﹤0.01%
+40
19 20
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