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
126
$1.58M 0.02%
40,390
-2,641
127
$1.55M 0.02%
11,007
+106
128
$1.55M 0.02%
49,664
-1,237
129
$1.52M 0.02%
10,500
130
$1.49M 0.02%
7,285
+26
131
$1.46M 0.02%
19,321
-1,145
132
$1.45M 0.02%
3,830
+2,101
133
$1.44M 0.02%
8,291
-370
134
$1.44M 0.02%
4,335
-67
135
$1.44M 0.02%
7,298
-72
136
$1.43M 0.02%
6,365
137
$1.41M 0.02%
33,382
-534
138
$1.29M 0.02%
8,334
+607
139
$1.28M 0.02%
3,943
+93
140
$1.25M 0.02%
8,740
141
$1.24M 0.02%
8,933
+4,625
142
$1.22M 0.02%
21,898
143
$1.2M 0.01%
6,686
+565
144
$1.2M 0.01%
+22,936
145
$1.18M 0.01%
8,521
-318
146
$1.14M 0.01%
16,256
-203
147
$1.12M 0.01%
6,146
+578
148
$1.08M 0.01%
17,526
-3,969
149
$1.08M 0.01%
22,050
+1,231
150
$1.08M 0.01%
17,343
-251
4 5
6
7 8