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
151
$1.07M 0.01%
14,421
152
$1.01M 0.01%
6,994
+350
153
$990K 0.01%
5,902
154
$963K 0.01%
9,245
+3,223
155
$948K 0.01%
6,287
156
$913K 0.01%
16,534
157
$897K 0.01%
2,288
158
$894K 0.01%
1,585
-455
159
$893K 0.01%
25,153
160
$878K 0.01%
15,984
161
$870K 0.01%
18,050
162
$865K 0.01%
2,045
-200
163
$861K 0.01%
4,441
-1,500
164
$856K 0.01%
715
165
$851K 0.01%
3,703
166
$843K 0.01%
9,195
167
$811K 0.01%
5,275
-626
168
$808K 0.01%
7,811
169
$790K 0.01%
2,486
170
$767K 0.01%
22,470
171
$760K 0.01%
4,359
-1,023
172
$752K 0.01%
2,025
173
$751K 0.01%
3,892
-245
174
$740K 0.01%
4,510
175
$732K 0.01%
5,279
5 6
7
8 9