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
526
$4.03K ﹤0.01%
1,300
527
$3.88K ﹤0.01%
20
528
$3.6K ﹤0.01%
1,000
529
$3.51K ﹤0.01%
530
530
$3.23K ﹤0.01%
17
531
$3.07K ﹤0.01%
197
532
$3.05K ﹤0.01%
213
533
$2.99K ﹤0.01%
1,000
534
$2.79K ﹤0.01%
200
535
$2.53K ﹤0.01%
+88
536
$2.31K ﹤0.01%
+1,202
537
$2.28K ﹤0.01%
570
538
$1.72K ﹤0.01%
45
539
$1.65K ﹤0.01%
12
540
$1.28K ﹤0.01%
50
541
$1.25K ﹤0.01%
18
542
$1.1K ﹤0.01%
17
543
$1.01K ﹤0.01%
4,482
544
$788 ﹤0.01%
54
545
$731 ﹤0.01%
3,000
546
$354 ﹤0.01%
29
547
$222 ﹤0.01%
4
548
$222 ﹤0.01%
12
549
$196 ﹤0.01%
12,820
550
$171 ﹤0.01%
12
20 21
22
23 24