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
$8.93B
AUM Growth
+$966M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Buys

1
+$42.5M
2
+$18.5M
3
+$16.9M
4
EW icon
Edwards Lifesciences
EW
+$13.3M
5
TMO icon
Thermo Fisher Scientific
TMO
+$10.4M

Top Sells

1
+$28.2M
2
+$21.2M
3
+$14.4M
4
BDX icon
Becton Dickinson
BDX
+$12.2M
5
PAYC icon
Paycom
PAYC
+$7.38M

Sector Composition

1 Technology 34.83%
2 Healthcare 18.09%
3 Financials 11.74%
4 Consumer Discretionary 11.38%
5 Communication Services 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$400K ﹤0.01%
10,598
-8,996
227
$397K ﹤0.01%
1,531
+317
228
$393K ﹤0.01%
1,289
+150
229
$390K ﹤0.01%
+5,565
230
$385K ﹤0.01%
1,400
231
$374K ﹤0.01%
1,075
232
$372K ﹤0.01%
6,975
-3,680
233
$368K ﹤0.01%
16,921
-1,871
234
$355K ﹤0.01%
12,800
+150
235
$353K ﹤0.01%
3,010
+210
236
$345K ﹤0.01%
4,900
237
$342K ﹤0.01%
13,897
238
$337K ﹤0.01%
7,325
-4,665
239
$330K ﹤0.01%
+2,000
240
$328K ﹤0.01%
2,138
+106
241
$328K ﹤0.01%
5,318
+3,270
242
$328K ﹤0.01%
4,854
-4,421
243
$326K ﹤0.01%
25,000
244
$324K ﹤0.01%
6,700
-900
245
$323K ﹤0.01%
3,265
246
$320K ﹤0.01%
1,760
-370
247
$318K ﹤0.01%
4,740
248
$314K ﹤0.01%
9,600
249
$305K ﹤0.01%
2,519
250
$301K ﹤0.01%
2,127
8 9
10
11 12