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
76
$6.5M 0.08%
11,005
+92
77
$6.48M 0.08%
57,575
+1,488
78
$6.15M 0.08%
25,588
+123
79
$6.06M 0.07%
25,384
+1,712
80
$5.35M 0.07%
30,798
-10
81
$5.02M 0.06%
134,077
-5,203
82
$4.91M 0.06%
28,580
+1,084
83
$4.9M 0.06%
54,530
-548
84
$4.79M 0.06%
21,333
+63
85
$4.78M 0.06%
26,551
+1,400
86
$4.73M 0.06%
23,747
87
$4.53M 0.06%
39,817
-1,577
88
$4.43M 0.05%
19,476
+441
89
$4.25M 0.05%
81,045
+1,706
90
$4.24M 0.05%
55,094
+1,203
91
$4.11M 0.05%
96,286
+2,182
92
$3.88M 0.05%
15,692
-8
93
$3.68M 0.05%
90,759
+93
94
$3.66M 0.04%
39,156
-1,040
95
$3.59M 0.04%
78,312
-11,196
96
$3.25M 0.04%
14,866
-706
97
$3.2M 0.04%
16,983
-250
98
$3.12M 0.04%
40,271
+5,220
99
$3.12M 0.04%
8,258
+79
100
$3M 0.04%
51,442
+7,532
2 3
4
5 6