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
626
– –
-804
627
– –
-1,400
628
– –
-175
629
$0 ﹤0.01%
7
630
$0 ﹤0.01%
250
631
$0 ﹤0.01%
19
632
– –
-6,854
633
– –
-100
634
– –
-42
635
– –
-416
636
– –
-40
637
– –
-72
638
$0 ﹤0.01%
10
-50
639
– –
-2,000
640
– –
-45
641
$0 ﹤0.01%
8
642
– –
-118
643
– –
-3,750
644
$0 ﹤0.01%
19
-172
645
$0 ﹤0.01%
12
646
– –
-223
647
– –
-327
648
– –
-1,900
649
– –
-600
650
– –
-13
24 25
26
27 28