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
76
$7.26M 0.07%
26,005
-975
77
$6.99M 0.06%
7,421
+164
78
$6.98M 0.06%
71,614
-645
79
$6.73M 0.06%
58,382
-3,474
80
$6.37M 0.06%
91,038
+7,965
81
$6.22M 0.06%
23,255
-257
82
$6.15M 0.06%
62,450
-38,106
83
$5.95M 0.05%
32,511
+906
84
$5.94M 0.05%
32,736
-3,160
85
$4.91M 0.05%
22,477
-1,367
86
$4.65M 0.04%
19,784
87
$4.62M 0.04%
32,805
+12,504
88
$4.48M 0.04%
17,448
-845
89
$4.4M 0.04%
11,661
+155
90
$4.09M 0.04%
56,870
-361
91
$3.91M 0.04%
8,921
+5
92
$3.85M 0.04%
30,952
-456
93
$3.79M 0.03%
182,558
94
$3.73M 0.03%
220,000
+198,670
95
$3.67M 0.03%
19,953
96
$3.39M 0.03%
19,989
-2,381
97
$3.39M 0.03%
8,972
98
$3.3M 0.03%
5
99
$3.11M 0.03%
65,563
-1,924
100
$3.09M 0.03%
104,897
+31,595
2 3
4
5 6