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
51
$38.6M 0.38%
186,055
+51,672
52
$37.4M 0.37%
251,790
-2,000
53
$34.8M 0.34%
118,937
-507
54
$34.7M 0.34%
625,192
-5,847
55
$34.4M 0.34%
178,957
+1,194
56
$28.6M 0.28%
466,489
-52,807
57
$28.2M 0.28%
198,752
-4,723
58
$22.3M 0.22%
70,856
-912
59
$21.1M 0.21%
150,259
-693
60
$20.8M 0.21%
288,852
+600
61
$20.6M 0.2%
34,473
-403
62
$20.6M 0.2%
43,356
+1,681
63
$14.6M 0.14%
185,891
-279,095
64
$13.6M 0.13%
34,791
-208
65
$11.7M 0.12%
59,277
-16,098
66
$11.6M 0.11%
78,614
-977
67
$10.5M 0.1%
109,123
-2,796
68
$10.3M 0.1%
39,592
-757
69
$9.74M 0.1%
59,228
-2,016
70
$9.07M 0.09%
99,568
-23
71
$8.55M 0.08%
49,012
-1,239
72
$7.09M 0.07%
119,185
-7,087
73
$6.98M 0.07%
62,426
-1,531
74
$6.94M 0.07%
28,932
-245
75
$6.29M 0.06%
74,694
-9,799
1 2
3
4 5