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
$9.04B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$56.2M
2
+$45.6M
3
+$35.6M
4
COST icon
Costco
COST
+$19.3M
5
ADBE icon
Adobe
ADBE
+$15.8M

Top Sells

1
+$36.8M
2
+$32.3M
3
+$23.5M
4
PAYC icon
Paycom
PAYC
+$20.7M
5
CNI icon
Canadian National Railway
CNI
+$18.1M

Sector Composition

1 Technology 34.15%
2 Healthcare 18.35%
3 Financials 12.15%
4 Consumer Discretionary 11.14%
5 Communication Services 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$310K ﹤0.01%
4,425
+4,330
252
$308K ﹤0.01%
1,440
+75
253
$300K ﹤0.01%
1,470
-864
254
$299K ﹤0.01%
5,962
255
$296K ﹤0.01%
2,336
+15
256
$294K ﹤0.01%
1,008
257
$289K ﹤0.01%
2,047
+22
258
$285K ﹤0.01%
11,700
-370
259
$285K ﹤0.01%
3,265
260
$283K ﹤0.01%
4,900
261
$267K ﹤0.01%
2,000
262
$265K ﹤0.01%
3,416
+700
263
$265K ﹤0.01%
3,869
-985
264
$265K ﹤0.01%
1,452
265
$264K ﹤0.01%
1,012
+12
266
$257K ﹤0.01%
2,490
267
$255K ﹤0.01%
5,105
268
$254K ﹤0.01%
3,247
-405
269
$254K ﹤0.01%
7,185
+60
270
$252K ﹤0.01%
11,002
-5,919
271
$248K ﹤0.01%
6,473
272
$247K ﹤0.01%
2,259
273
$247K ﹤0.01%
3,970
+3,000
274
$242K ﹤0.01%
3,321
-1,997
275
$237K ﹤0.01%
1,685
-442
9 10
11
12 13