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
+$810M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$28.5M
2
+$17.6M
3
+$11.3M
4
TMO icon
Thermo Fisher Scientific
TMO
+$10.6M
5
GNRC icon
Generac Holdings
GNRC
+$9.85M

Top Sells

1
+$18.7M
2
+$17.4M
3
+$12.1M
4
INTU icon
Intuit
INTU
+$10.1M
5
ADP icon
Automatic Data Processing
ADP
+$8.33M

Sector Composition

1 Technology 35.36%
2 Healthcare 19.45%
3 Financials 10.95%
4 Consumer Discretionary 10.77%
5 Communication Services 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$484K ﹤0.01%
4,038
227
$478K ﹤0.01%
1,315
228
$478K ﹤0.01%
8,502
-2,660
229
$471K ﹤0.01%
3,937
230
$458K ﹤0.01%
5,828
231
$447K ﹤0.01%
2,460
232
$443K ﹤0.01%
4,000
233
$410K ﹤0.01%
2,539
-1,000
234
$404K ﹤0.01%
12,044
+9,307
235
$402K ﹤0.01%
2,128
236
$400K ﹤0.01%
1,034
237
$400K ﹤0.01%
4,740
238
$382K ﹤0.01%
7,995
+810
239
$371K ﹤0.01%
9,925
240
$368K ﹤0.01%
2,648
-27
241
$364K ﹤0.01%
6,250
242
$361K ﹤0.01%
3,888
+60
243
$360K ﹤0.01%
1,449
244
$357K ﹤0.01%
6,582
245
$356K ﹤0.01%
4,975
+4,288
246
$353K ﹤0.01%
3,424
+150
247
$349K ﹤0.01%
1,777
-299
248
$343K ﹤0.01%
2,025
249
$340K ﹤0.01%
25,000
250
$335K ﹤0.01%
2,162
-19
8 9
10
11 12