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
126
$1.6M 0.02%
6,479
-230
127
$1.57M 0.02%
9,519
128
$1.53M 0.02%
3,138
-90
129
$1.5M 0.01%
3,345
-234
130
$1.48M 0.01%
3,652
-20
131
$1.47M 0.01%
6,021
-132
132
$1.45M 0.01%
7,400
133
$1.44M 0.01%
3,346
+902
134
$1.37M 0.01%
17,556
+264
135
$1.34M 0.01%
39,387
136
$1.31M 0.01%
16,000
137
$1.3M 0.01%
17,332
138
$1.3M 0.01%
28,633
139
$1.3M 0.01%
8,758
-109
140
$1.28M 0.01%
745
141
$1.25M 0.01%
8,988
-561
142
$1.2M 0.01%
25,322
-4,795
143
$1.19M 0.01%
5,270
144
$1.17M 0.01%
18,658
-246
145
$1.15M 0.01%
5,747
-32
146
$1.14M 0.01%
24,483
-755
147
$1.12M 0.01%
9,000
-106
148
$1.08M 0.01%
5,110
-1,286
149
$1.08M 0.01%
16,599
-1,853
150
$1.08M 0.01%
307
-1
4 5
6
7 8