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
276
$166K ﹤0.01%
1,820
277
$165K ﹤0.01%
1,370
278
$164K ﹤0.01%
1,982
-12
279
$160K ﹤0.01%
1,570
-20
280
$158K ﹤0.01%
1,510
281
$153K ﹤0.01%
1,500
282
$152K ﹤0.01%
+810
283
$150K ﹤0.01%
+2,965
284
$150K ﹤0.01%
3,000
285
$146K ﹤0.01%
3,345
+1,000
286
$145K ﹤0.01%
+2,489
287
$144K ﹤0.01%
3,527
-543
288
$143K ﹤0.01%
+2,788
289
$142K ﹤0.01%
725
290
$138K ﹤0.01%
+1,660
291
$138K ﹤0.01%
6,473
292
$134K ﹤0.01%
5,510
293
$134K ﹤0.01%
2,584
-150
294
$134K ﹤0.01%
825
295
$131K ﹤0.01%
8,044
296
$130K ﹤0.01%
3,952
+1,102
297
$129K ﹤0.01%
1,785
+160
298
$127K ﹤0.01%
204
299
$126K ﹤0.01%
1,970
-790
300
$126K ﹤0.01%
3,320
10 11
12
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