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
101
$2.63M 0.03%
15,260
102
$2.62M 0.03%
10,983
-576
103
$2.58M 0.03%
21,830
+320
104
$2.56M 0.03%
182,558
105
$2.46M 0.02%
30,360
+149
106
$2.37M 0.02%
22,481
107
$2.34M 0.02%
20,436
108
$2.3M 0.02%
11,900
+1,211
109
$2.28M 0.02%
9,525
+75
110
$2.26M 0.02%
5,425
-25
111
$2.22M 0.02%
12,083
-93
112
$2.18M 0.02%
19,142
-10,469
113
$2.17M 0.02%
11,527
114
$2.14M 0.02%
4,190
-115
115
$2.09M 0.02%
23,997
116
$2.06M 0.02%
33,264
-340
117
$2.01M 0.02%
74,352
-1,500
118
$1.93M 0.02%
28,378
-1,789
119
$1.91M 0.02%
9,184
-7,475
120
$1.84M 0.02%
4,141
+3,376
121
$1.81M 0.02%
17,118
-63
122
$1.78M 0.02%
7,270
123
$1.73M 0.02%
32,300
124
$1.71M 0.02%
3,525
-30
125
$1.61M 0.02%
32,961
-13,855
3 4
5
6 7