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
201
$546K 0.01%
2,887
-807
202
$514K ﹤0.01%
10,708
203
$505K ﹤0.01%
6,213
+200
204
$503K ﹤0.01%
5,375
205
$501K ﹤0.01%
8,220
-8,314
206
$495K ﹤0.01%
1,458
207
$490K ﹤0.01%
7,019
+1,282
208
$486K ﹤0.01%
2,744
-50
209
$480K ﹤0.01%
3,396
210
$476K ﹤0.01%
1,905
211
$473K ﹤0.01%
1,155
212
$459K ﹤0.01%
3,287
+1,400
213
$454K ﹤0.01%
2,479
+35
214
$442K ﹤0.01%
1,080
-14
215
$435K ﹤0.01%
11,457
216
$422K ﹤0.01%
2,962
-400
217
$408K ﹤0.01%
1,661
218
$401K ﹤0.01%
5,105
219
$384K ﹤0.01%
6,170
-120
220
$379K ﹤0.01%
2,656
+144
221
$369K ﹤0.01%
10,586
222
$364K ﹤0.01%
6,240
223
$347K ﹤0.01%
2,172
224
$343K ﹤0.01%
3,448
+700
225
$338K ﹤0.01%
3,120
7 8
9
10 11