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
201
$483K ﹤0.01%
10,760
-45
202
$466K ﹤0.01%
6,213
203
$465K ﹤0.01%
2,354
204
$465K ﹤0.01%
7,765
205
$459K ﹤0.01%
5,814
-837
206
$453K ﹤0.01%
5,375
207
$452K ﹤0.01%
6,528
208
$448K ﹤0.01%
7,325
209
$440K ﹤0.01%
1,155
210
$439K ﹤0.01%
1,458
-32
211
$435K ﹤0.01%
1,900
212
$434K ﹤0.01%
9,085
213
$430K ﹤0.01%
10,708
214
$425K ﹤0.01%
3,030
-785
215
$422K ﹤0.01%
2,794
216
$411K ﹤0.01%
16,512
217
$407K ﹤0.01%
3,362
-325
218
$402K ﹤0.01%
7,960
219
$394K ﹤0.01%
2,444
-75
220
$390K ﹤0.01%
2,665
221
$382K ﹤0.01%
3,396
222
$380K ﹤0.01%
8,964
-250
223
$374K ﹤0.01%
6,116
224
$372K ﹤0.01%
10,586
225
$343K ﹤0.01%
443
7 8
9
10 11