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
76
$6.18M 0.06%
24,161
-1,308
77
$6.18M 0.06%
30,534
-1,193
78
$6.14M 0.06%
257,893
-1,515
79
$6.11M 0.06%
24,130
+165
80
$5.44M 0.05%
28,979
-318
81
$5.43M 0.05%
35,896
-520
82
$4.94M 0.05%
7,652
+272
83
$4.8M 0.05%
64,937
-2,814
84
$4.66M 0.05%
19,809
-679
85
$4.59M 0.05%
83,274
-765
86
$4.5M 0.04%
9,318
+65
87
$4.18M 0.04%
10,631
+596
88
$4.05M 0.04%
24,425
89
$3.96M 0.04%
32,518
-324
90
$3.77M 0.04%
87,407
-790
91
$3.62M 0.04%
72,169
-1,843
92
$3.62M 0.04%
11,647
-211
93
$3.57M 0.04%
19,072
-143
94
$3.37M 0.03%
8,899
+27
95
$3.17M 0.03%
19,953
96
$3.1M 0.03%
23,501
-4,703
97
$2.9M 0.03%
49,480
-221
98
$2.89M 0.03%
5
99
$2.77M 0.03%
56,878
-804
100
$2.66M 0.03%
5,339
-236
2 3
4
5 6