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
101
$3.06M 0.03%
21,566
102
$2.99M 0.03%
15,716
+2,635
103
$2.96M 0.03%
86,096
+1,084
104
$2.95M 0.03%
5,179
-144
105
$2.92M 0.03%
15,310
-18
106
$2.8M 0.03%
48,868
-348
107
$2.8M 0.03%
5,725
+2,962
108
$2.69M 0.02%
5,425
109
$2.56M 0.02%
24,130
110
$2.4M 0.02%
28,309
-20,898
111
$2.38M 0.02%
28,972
-625
112
$2.33M 0.02%
12,542
+488
113
$2.3M 0.02%
14,146
-3,401
114
$2.3M 0.02%
7,666
-1,160
115
$2.25M 0.02%
9,750
-559
116
$2.12M 0.02%
4,091
+2,490
117
$1.99M 0.02%
8,727
+200
118
$1.95M 0.02%
26,717
-948
119
$1.95M 0.02%
3,547
-592
120
$1.94M 0.02%
6,693
+702
121
$1.9M 0.02%
7,270
122
$1.87M 0.02%
25,509
-819
123
$1.69M 0.02%
14,571
+5,300
124
$1.64M 0.02%
6,561
+800
125
$1.6M 0.01%
3,581
-38
3 4
5
6 7