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
$9.36B
AUM Growth
+$632M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
680
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$16.4M
3
+$8.53M
4
ASML icon
ASML
ASML
+$7.71M
5
PAYC icon
Paycom
PAYC
+$6.68M

Top Sells

1
+$15.8M
2
+$10.4M
3
+$9.27M
4
MSFT icon
Microsoft
MSFT
+$8.28M
5
DIS icon
Walt Disney
DIS
+$7.64M

Sector Composition

1 Technology 37.6%
2 Healthcare 18.75%
3 Financials 10.69%
4 Consumer Discretionary 10.29%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$683M 7.3%
2,006,177
-24,321
2
$643M 6.87%
1,635,997
-10,986
3
$453M 4.83%
987,599
+490
4
$413M 4.41%
1,941,382
+851
5
$396M 4.23%
1,298,405
-33,984
6
$381M 4.07%
3,017,174
+13,733
7
$368M 3.93%
3,070,939
+9,659
8
$319M 3.4%
1,642,112
-16,914
9
$291M 3.11%
1,500,808
+8,066
10
$285M 3.05%
583,530
+3,100
11
$276M 2.95%
528,826
+8,943
12
$276M 2.94%
2,114,398
+7,341
13
$229M 2.45%
713,440
+20,785
14
$223M 2.38%
2,625,796
-46,373
15
$213M 2.27%
1,039,771
+2,286
16
$194M 2.07%
1,779,100
-1,452
17
$179M 1.92%
1,481,688
-9,510
18
$177M 1.89%
314,639
-4,618
19
$171M 1.83%
1,497,989
+74,550
20
$150M 1.6%
631,145
-5,196
21
$149M 1.6%
679,447
-2,898
22
$148M 1.59%
815,485
+89,963
23
$145M 1.55%
1,448,026
-32,446
24
$137M 1.46%
253,985
+4,525
25
$120M 1.28%
248,979
-2,015
1
2 3 4 5