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
301
$126K ﹤0.01%
5,247
302
$125K ﹤0.01%
1,000
303
$124K ﹤0.01%
2,500
304
$121K ﹤0.01%
12,897
305
$121K ﹤0.01%
2,780
-4,764
306
$117K ﹤0.01%
1,849
307
$117K ﹤0.01%
1,497
+1,376
308
$117K ﹤0.01%
3,405
-915
309
$116K ﹤0.01%
1,822
310
$114K ﹤0.01%
2,191
-109
311
$114K ﹤0.01%
2,127
312
$113K ﹤0.01%
+3,000
313
$110K ﹤0.01%
5,500
314
$109K ﹤0.01%
1,335
+430
315
$107K ﹤0.01%
1,350
-450
316
$105K ﹤0.01%
5,036
317
$105K ﹤0.01%
1,107
318
$104K ﹤0.01%
+3,495
319
$104K ﹤0.01%
509
320
$103K ﹤0.01%
500
321
$103K ﹤0.01%
2,455
-840
322
$102K ﹤0.01%
1,075
323
$101K ﹤0.01%
4,144
324
$99K ﹤0.01%
1,225
325
$99K ﹤0.01%
652
11 12
13
14 15