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
$7.97B
AUM Growth
+$718M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$71.2M
2
+$25.4M
3
+$24.5M
4
FISV
Fiserv Inc
FISV
+$17.5M
5
DG icon
Dollar General
DG
+$5.09M

Top Sells

1
+$15M
2
+$13M
3
+$12.9M
4
CNI icon
Canadian National Railway
CNI
+$11.3M
5
ADP icon
Automatic Data Processing
ADP
+$11.2M

Sector Composition

1 Technology 34.08%
2 Healthcare 18.47%
3 Consumer Discretionary 11.54%
4 Financials 11.44%
5 Communication Services 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$315K ﹤0.01%
12,650
227
$313K ﹤0.01%
2,127
228
$309K ﹤0.01%
+25,000
229
$305K ﹤0.01%
1,214
-125
230
$304K ﹤0.01%
3,330
231
$300K ﹤0.01%
5,962
232
$297K ﹤0.01%
1,783
+56
233
$295K ﹤0.01%
2,025
234
$294K ﹤0.01%
2,032
235
$293K ﹤0.01%
8,050
236
$291K ﹤0.01%
2,800
237
$289K ﹤0.01%
4,160
-415
238
$284K ﹤0.01%
4,740
+840
239
$277K ﹤0.01%
492
240
$273K ﹤0.01%
3,000
241
$270K ﹤0.01%
2,337
242
$264K ﹤0.01%
13,897
243
$260K ﹤0.01%
9,600
244
$260K ﹤0.01%
2,617
+2,595
245
$254K ﹤0.01%
935
246
$249K ﹤0.01%
1,965
247
$249K ﹤0.01%
1,080
+125
248
$246K ﹤0.01%
2,519
249
$237K ﹤0.01%
1,000
250
$229K ﹤0.01%
7,600
8 9
10
11 12