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
251
$331K ﹤0.01%
3,000
252
$331K ﹤0.01%
1,009
253
$330K ﹤0.01%
2,095
+445
254
$330K ﹤0.01%
895
255
$327K ﹤0.01%
1,264
-200
256
$326K ﹤0.01%
5,575
+400
257
$320K ﹤0.01%
3,730
258
$309K ﹤0.01%
1,365
259
$307K ﹤0.01%
16,966
260
$305K ﹤0.01%
3,166
-159
261
$303K ﹤0.01%
1,878
-29
262
$302K ﹤0.01%
3,719
-129
263
$297K ﹤0.01%
989
264
$295K ﹤0.01%
5,962
265
$292K ﹤0.01%
3,598
+12
266
$291K ﹤0.01%
1,403
267
$289K ﹤0.01%
3,318
+20
268
$286K ﹤0.01%
6,546
-2,400
269
$286K ﹤0.01%
5,060
-2,075
270
$285K ﹤0.01%
3,265
271
$285K ﹤0.01%
1,200
272
$276K ﹤0.01%
2,259
273
$274K ﹤0.01%
1,065
274
$273K ﹤0.01%
2,107
-77
275
$267K ﹤0.01%
1,988
9 10
11
12 13