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
301
$153K ﹤0.01%
12,897
302
$153K ﹤0.01%
1,500
303
$150K ﹤0.01%
883
+73
304
$149K ﹤0.01%
3,000
305
$147K ﹤0.01%
1,570
306
$147K ﹤0.01%
410
307
$146K ﹤0.01%
4,830
+3,975
308
$144K ﹤0.01%
+7,664
309
$140K ﹤0.01%
2,204
+77
310
$140K ﹤0.01%
1,785
311
$138K ﹤0.01%
3,952
312
$136K ﹤0.01%
+600
313
$135K ﹤0.01%
1,225
+350
314
$135K ﹤0.01%
204
315
$135K ﹤0.01%
2,500
316
$133K ﹤0.01%
2,219
+370
317
$132K ﹤0.01%
1,795
+1,440
318
$132K ﹤0.01%
4,144
319
$131K ﹤0.01%
500
320
$131K ﹤0.01%
2,220
321
$130K ﹤0.01%
2,705
-615
322
$128K ﹤0.01%
8,044
323
$125K ﹤0.01%
5,036
324
$125K ﹤0.01%
5,510
325
$120K ﹤0.01%
557
11 12
13
14 15