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
276
$198K ﹤0.01%
1,493
+123
277
$198K ﹤0.01%
2,850
278
$193K ﹤0.01%
1,278
-119
279
$188K ﹤0.01%
2,716
-72
280
$186K ﹤0.01%
3,082
281
$185K ﹤0.01%
1,982
282
$184K ﹤0.01%
1,988
283
$181K ﹤0.01%
2,584
284
$180K ﹤0.01%
761
-174
285
$180K ﹤0.01%
1,510
286
$180K ﹤0.01%
825
287
$178K ﹤0.01%
4,000
-500
288
$178K ﹤0.01%
3,393
+48
289
$175K ﹤0.01%
3,500
290
$173K ﹤0.01%
2,400
-100
291
$173K ﹤0.01%
4,125
+720
292
$171K ﹤0.01%
3,000
293
$170K ﹤0.01%
3,656
+129
294
$164K ﹤0.01%
1,967
+632
295
$164K ﹤0.01%
1,000
296
$162K ﹤0.01%
725
297
$159K ﹤0.01%
1,907
+85
298
$159K ﹤0.01%
3,153
+1,200
299
$155K ﹤0.01%
5,247
300
$154K ﹤0.01%
1,205
-241
10 11
12
13 14