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
251
$301K ﹤0.01%
5,962
252
$299K ﹤0.01%
3,652
-508
253
$284K ﹤0.01%
1,783
254
$281K ﹤0.01%
1,008
255
$281K ﹤0.01%
16,966
256
$274K ﹤0.01%
1,573
+425
257
$268K ﹤0.01%
2,321
-16
258
$266K ﹤0.01%
1,365
-115
259
$263K ﹤0.01%
2,025
260
$256K ﹤0.01%
1,000
261
$248K ﹤0.01%
12,070
+95
262
$243K ﹤0.01%
1,478
+862
263
$241K ﹤0.01%
1,452
264
$240K ﹤0.01%
1,200
265
$238K ﹤0.01%
2,490
-510
266
$236K ﹤0.01%
2,170
+350
267
$234K ﹤0.01%
+5,105
268
$230K ﹤0.01%
888
+13
269
$228K ﹤0.01%
2,000
270
$226K ﹤0.01%
2,200
271
$219K ﹤0.01%
2,259
+1,596
272
$213K ﹤0.01%
6,473
273
$205K ﹤0.01%
15,536
274
$204K ﹤0.01%
16,932
-65,000
275
$200K ﹤0.01%
7,125
9 10
11
12 13