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
51
$44.6M 0.41%
183,490
+651
52
$40.9M 0.38%
66,798
+65,852
53
$40.1M 0.37%
243,488
-1,045
54
$35.8M 0.33%
192,849
-1,867
55
$33.7M 0.31%
103,725
-1,933
56
$30.9M 0.28%
120,015
+409
57
$28.6M 0.26%
286,506
-1,675
58
$22.2M 0.2%
148,986
-583
59
$22M 0.2%
65,978
-2,842
60
$20.3M 0.19%
45,949
+1,389
61
$18.3M 0.17%
602,070
-182,704
62
$18.1M 0.17%
34,761
-383
63
$17.2M 0.16%
33,825
-58
64
$14.5M 0.13%
234,062
-73,575
65
$13.7M 0.13%
55,805
-1,515
66
$11.4M 0.1%
72,000
-6,158
67
$11M 0.1%
51,353
+2,641
68
$10.2M 0.09%
60,013
+1,643
69
$9.48M 0.09%
37,402
-301
70
$9.29M 0.09%
105,844
-27,458
71
$9.05M 0.08%
87,332
-2,257
72
$8.74M 0.08%
15,472
+1,675
73
$8.21M 0.08%
249,568
+2,417
74
$7.7M 0.07%
119,840
+3,756
75
$7.55M 0.07%
25,645
+1,185
1 2
3
4 5