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
151
$1.06M 0.01%
3,681
+155
152
$1.05M 0.01%
915
+200
153
$1.02M 0.01%
20,970
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154
$1.01M 0.01%
19,889
-3,819
155
$1M 0.01%
25,200
-4,486
156
$981K 0.01%
3,607
+451
157
$964K 0.01%
10,403
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158
$947K 0.01%
24,998
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159
$925K 0.01%
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160
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161
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6,681
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162
$907K 0.01%
23,150
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163
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20,718
+360
164
$864K 0.01%
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165
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166
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167
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168
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169
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170
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171
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172
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9,706
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173
$748K 0.01%
1,139
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174
$731K 0.01%
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175
$714K 0.01%
2,709
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