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
251
$228K ﹤0.01%
1,200
252
$228K ﹤0.01%
1,480
253
$216K ﹤0.01%
3,265
254
$216K ﹤0.01%
1,008
-195
255
$213K ﹤0.01%
16,966
-2,000
256
$209K ﹤0.01%
11,975
-1,115
257
$205K ﹤0.01%
1,988
258
$204K ﹤0.01%
7,125
259
$202K ﹤0.01%
+4,995
260
$199K ﹤0.01%
1,740
261
$196K ﹤0.01%
675
-325
262
$195K ﹤0.01%
2,500
-100
263
$195K ﹤0.01%
15,536
264
$190K ﹤0.01%
2,200
265
$187K ﹤0.01%
1,452
+100
266
$187K ﹤0.01%
875
267
$183K ﹤0.01%
4,500
-1,000
268
$183K ﹤0.01%
+1,446
269
$181K ﹤0.01%
3,082
270
$179K ﹤0.01%
1,076
+160
271
$179K ﹤0.01%
1,397
+897
272
$174K ﹤0.01%
2,850
273
$174K ﹤0.01%
1,672
274
$172K ﹤0.01%
2,000
275
$171K ﹤0.01%
1,148
9 10
11
12 13