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
551
$9K ﹤0.01%
96
552
$9K ﹤0.01%
+81
553
$9K ﹤0.01%
600
554
$9K ﹤0.01%
2,618
555
$8K ﹤0.01%
141
556
$8K ﹤0.01%
+43
557
$8K ﹤0.01%
2,205
558
$8K ﹤0.01%
57
+12
559
$8K ﹤0.01%
480
560
$8K ﹤0.01%
178
561
$7K ﹤0.01%
+153
562
$7K ﹤0.01%
200
563
$7K ﹤0.01%
+40
564
$6K ﹤0.01%
+50
565
$6K ﹤0.01%
50
566
$6K ﹤0.01%
88
567
$6K ﹤0.01%
225
568
$6K ﹤0.01%
120
569
$5K ﹤0.01%
+200
570
$5K ﹤0.01%
135
-404
571
$5K ﹤0.01%
200
-743
572
$5K ﹤0.01%
80
573
$5K ﹤0.01%
100
574
$5K ﹤0.01%
1,013
575
$5K ﹤0.01%
45
21 22
23
24 25