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
126
$1.58M 0.01%
35,866
-2,521
127
$1.54M 0.01%
9,648
+1,019
128
$1.53M 0.01%
9,073
+329
129
$1.53M 0.01%
9,885
+897
130
$1.52M 0.01%
6,545
-405
131
$1.49M 0.01%
5,270
132
$1.46M 0.01%
6,505
+26
133
$1.44M 0.01%
7,920
134
$1.41M 0.01%
16,000
135
$1.38M 0.01%
18,968
+310
136
$1.37M 0.01%
25,095
-1,700
137
$1.37M 0.01%
23,031
-266
138
$1.34M 0.01%
6,467
+2,200
139
$1.29M 0.01%
752
+7
140
$1.29M 0.01%
19,647
+2,228
141
$1.28M 0.01%
9,175
+175
142
$1.2M 0.01%
2,552
-749
143
$1.18M 0.01%
287
+4
144
$1.17M 0.01%
21,591
-2,508
145
$1.1M 0.01%
5,275
146
$1.09M 0.01%
9,195
147
$1.06M 0.01%
5,972
148
$1.03M 0.01%
10,716
+4,471
149
$1.03M 0.01%
17,775
-75
150
$1.01M 0.01%
4,476
+4,286
4 5
6
7 8