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
276
$266K ﹤0.01%
1,000
277
$265K ﹤0.01%
3,330
278
$264K ﹤0.01%
2,175
279
$263K ﹤0.01%
637
-2,025
280
$262K ﹤0.01%
3,012
281
$261K ﹤0.01%
2,246
282
$260K ﹤0.01%
4,900
283
$259K ﹤0.01%
15,536
284
$258K ﹤0.01%
5,105
285
$258K ﹤0.01%
+1,994
286
$258K ﹤0.01%
2,000
287
$256K ﹤0.01%
9,630
288
$256K ﹤0.01%
3,533
+949
289
$253K ﹤0.01%
2,200
290
$250K ﹤0.01%
3,695
+1,900
291
$245K ﹤0.01%
9,710
-50
292
$243K ﹤0.01%
2,387
-103
293
$241K ﹤0.01%
6,473
294
$238K ﹤0.01%
13,005
295
$235K ﹤0.01%
1,907
296
$230K ﹤0.01%
+522
297
$228K ﹤0.01%
383
298
$227K ﹤0.01%
1,452
299
$223K ﹤0.01%
4,569
-130
300
$223K ﹤0.01%
3,349
-92
10 11
12
13 14