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
1
$772M 7.65%
1,942,435
-34,428
2
$697M 6.9%
1,551,162
-52,521
3
$610M 6.05%
966,928
-13,020
4
$423M 4.19%
3,021,765
-36,396
5
$423M 4.19%
2,980,782
-32,002
6
$416M 4.12%
1,239,959
-23,700
7
$406M 4.03%
1,693,586
-239,277
8
$352M 3.49%
570,075
-10,745
9
$328M 3.25%
2,112,872
+1,475
10
$291M 2.88%
1,575,960
-57,452
11
$288M 2.86%
534,921
-1,135
12
$288M 2.86%
1,473,280
-9,906
13
$240M 2.38%
2,531,823
-19,849
14
$236M 2.33%
307,684
-1,444
15
$215M 2.13%
1,022,773
-4,926
16
$199M 1.97%
1,758,011
-7,266
17
$183M 1.81%
1,471,816
-2,688
18
$177M 1.75%
866,363
+22,865
19
$177M 1.75%
254,747
-859
20
$172M 1.71%
905,783
+50,879
21
$170M 1.68%
1,493,818
+3,235
22
$168M 1.66%
614,881
-8,380
23
$164M 1.62%
666,901
-6,944
24
$138M 1.37%
1,386,547
-35,817
25
$132M 1.31%
469,853
-4,473
1
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