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
526
$3.97K ﹤0.01%
530
527
$3.88K ﹤0.01%
1,000
528
$3.52K ﹤0.01%
17
529
$3.33K ﹤0.01%
592
-2,000
530
$3.24K ﹤0.01%
50
531
$3.03K ﹤0.01%
11
532
$2.78K ﹤0.01%
2,000
533
$2.55K ﹤0.01%
193
-78
534
$2.32K ﹤0.01%
194
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535
$2.15K ﹤0.01%
45
536
$2.11K ﹤0.01%
88
537
$2.08K ﹤0.01%
+6
538
$2.02K ﹤0.01%
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539
$1.76K ﹤0.01%
12
-50
540
$1.24K ﹤0.01%
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541
$1.15K ﹤0.01%
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542
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543
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544
$1.01K ﹤0.01%
17
545
$608 ﹤0.01%
50
546
$568 ﹤0.01%
10
-166
547
$342 ﹤0.01%
12
548
$222 ﹤0.01%
22
549
$112 ﹤0.01%
8
550
$50 ﹤0.01%
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