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
51
$33.1M 0.41%
786,345
+103,620
52
$32.4M 0.4%
116,580
-1,625
53
$30.7M 0.38%
124,431
-2,293
54
$25.2M 0.31%
163,931
-94,526
55
$24.6M 0.3%
224,600
-3,520
56
$22.6M 0.28%
92,721
-2,311
57
$22M 0.27%
150,777
-271
58
$19.7M 0.24%
93,447
+23,625
59
$18.5M 0.23%
289,970
-105
60
$16M 0.2%
64,730
-6,867
61
$14.4M 0.18%
34,859
-156
62
$10.7M 0.13%
43,473
-1,244
63
$10.3M 0.13%
146,950
-2,550
64
$10.3M 0.13%
67,331
+752
65
$10.3M 0.13%
71,009
-819
66
$8.79M 0.11%
91,499
+3,561
67
$8.57M 0.11%
18,017
+343
68
$8.43M 0.1%
133,928
-2,275
69
$8.32M 0.1%
103,806
-8,617
70
$8.12M 0.1%
40,986
-13
71
$7.8M 0.1%
42,776
-512
72
$7.55M 0.09%
498,000
+30,550
73
$7.14M 0.09%
131,212
+6,408
74
$7.14M 0.09%
28,027
+1,392
75
$7.11M 0.09%
115,306
1 2
3
4 5