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
$10.9B
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
1
$851M 7.83%
1,892,162
-26,446
2
$659M 6.06%
1,484,918
-22,861
3
$625M 5.75%
937,943
-14,587
4
$550M 5.07%
2,992,481
+717
5
$456M 4.2%
2,904,465
-5,761
6
$423M 3.89%
1,675,945
-2,126
7
$406M 3.74%
2,102,592
+16,373
8
$401M 3.69%
1,201,717
-15,164
9
$358M 3.29%
1,522,919
-37,699
10
$327M 3.01%
577,685
+4,590
11
$303M 2.79%
1,443,155
-17,111
12
$293M 2.7%
528,421
+886
13
$284M 2.61%
975,965
-25,713
14
$280M 2.58%
2,434,217
-26,875
15
$231M 2.13%
303,952
+3,145
16
$213M 1.96%
250,213
-3,939
17
$195M 1.79%
1,480,350
-12,223
18
$182M 1.67%
1,469,605
-849
19
$179M 1.65%
1,742,948
-2,826
20
$174M 1.6%
914,250
+48,182
21
$172M 1.59%
1,069,104
+92,049
22
$161M 1.48%
655,168
-2,949
23
$158M 1.45%
585,626
-6,199
24
$158M 1.45%
1,247,517
+23,397
25
$138M 1.27%
1,367,148
-28,852
1
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