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
526
$14K ﹤0.01%
257
527
$14K ﹤0.01%
+753
528
$14K ﹤0.01%
300
529
$13K ﹤0.01%
150
530
$13K ﹤0.01%
550
-36
531
$13K ﹤0.01%
156
532
$13K ﹤0.01%
157
-228
533
$12K ﹤0.01%
38
-7
534
$12K ﹤0.01%
325
535
$12K ﹤0.01%
+275
536
$11K ﹤0.01%
+416
537
$11K ﹤0.01%
536
538
$11K ﹤0.01%
2,100
539
$11K ﹤0.01%
+400
540
$10K ﹤0.01%
+50
541
$10K ﹤0.01%
1,256
542
$10K ﹤0.01%
+200
543
$10K ﹤0.01%
110
544
$10K ﹤0.01%
145
545
$10K ﹤0.01%
500
546
$10K ﹤0.01%
131
-225
547
$10K ﹤0.01%
84
548
$10K ﹤0.01%
651
549
$10K ﹤0.01%
+2,000
550
$9K ﹤0.01%
37
-9
20 21
22
23 24