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
326
$99K ﹤0.01%
1,188
327
$99K ﹤0.01%
557
328
$98K ﹤0.01%
4,598
329
$97K ﹤0.01%
1,061
330
$97K ﹤0.01%
679
331
$96K ﹤0.01%
1,820
332
$95K ﹤0.01%
2,666
333
$95K ﹤0.01%
410
334
$94K ﹤0.01%
2,342
335
$93K ﹤0.01%
5,385
336
$93K ﹤0.01%
672
337
$92K ﹤0.01%
15,000
338
$91K ﹤0.01%
2,220
339
$91K ﹤0.01%
3,500
+3,000
340
$91K ﹤0.01%
5,790
341
$88K ﹤0.01%
2,048
-1,646
342
$88K ﹤0.01%
616
343
$85K ﹤0.01%
6,352
344
$85K ﹤0.01%
805
345
$84K ﹤0.01%
3,266
346
$82K ﹤0.01%
875
-168
347
$80K ﹤0.01%
708
348
$79K ﹤0.01%
1,718
349
$77K ﹤0.01%
840
350
$77K ﹤0.01%
1,520
12 13
14
15 16