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
101
$2.89M 0.04%
34,717
+888
102
$2.86M 0.04%
9,539
+2
103
$2.82M 0.03%
19,588
-1,186
104
$2.45M 0.03%
6
105
$2.35M 0.03%
42,205
-4,990
106
$2.27M 0.03%
41,963
-5,205
107
$2.27M 0.03%
23,956
108
$2.15M 0.03%
28,204
-111
109
$2.07M 0.03%
11,856
110
$2.06M 0.03%
4,014
+579
111
$2.06M 0.03%
39,864
-5,975
112
$2.05M 0.03%
9,521
-215
113
$2.04M 0.03%
24,067
-3,498
114
$2.01M 0.02%
18,595
-1,233
115
$1.93M 0.02%
47,392
+12,497
116
$1.87M 0.02%
9,660
-17
117
$1.84M 0.02%
13,057
-440
118
$1.83M 0.02%
9,125
+59
119
$1.76M 0.02%
141,852
-47,200
120
$1.74M 0.02%
4,535
121
$1.67M 0.02%
8,101
-760
122
$1.67M 0.02%
4,030
+322
123
$1.63M 0.02%
5,822
+525
124
$1.6M 0.02%
4,746
-438
125
$1.59M 0.02%
11,688
-1,339
3 4
5
6 7