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
301
$222K ﹤0.01%
419
302
$222K ﹤0.01%
1,510
303
$219K ﹤0.01%
3,649
304
$217K ﹤0.01%
5,773
305
$216K ﹤0.01%
1,450
-515
306
$215K ﹤0.01%
631
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307
$209K ﹤0.01%
10,000
308
$208K ﹤0.01%
2,292
-17
309
$205K ﹤0.01%
2,400
310
$202K ﹤0.01%
1,982
311
$201K ﹤0.01%
725
312
$198K ﹤0.01%
+1,618
313
$196K ﹤0.01%
921
314
$195K ﹤0.01%
2,850
-120
315
$194K ﹤0.01%
11,979
316
$194K ﹤0.01%
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317
$193K ﹤0.01%
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383
319
$191K ﹤0.01%
4,340
320
$190K ﹤0.01%
8,044
321
$189K ﹤0.01%
10,000
322
$188K ﹤0.01%
2,070
323
$186K ﹤0.01%
1,752
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324
$186K ﹤0.01%
489
325
$181K ﹤0.01%
2,072