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
326
$117K ﹤0.01%
5,500
327
$116K ﹤0.01%
4,800
+2,300
328
$116K ﹤0.01%
535
+26
329
$115K ﹤0.01%
7,500
330
$113K ﹤0.01%
652
331
$113K ﹤0.01%
2,246
+55
332
$113K ﹤0.01%
5,790
333
$113K ﹤0.01%
6,525
-600
334
$113K ﹤0.01%
6,875
+523
335
$113K ﹤0.01%
500
-175
336
$111K ﹤0.01%
2,342
337
$110K ﹤0.01%
3,266
338
$109K ﹤0.01%
691
+12
339
$109K ﹤0.01%
4,598
340
$109K ﹤0.01%
1,107
341
$109K ﹤0.01%
465
+75
342
$108K ﹤0.01%
+3,600
343
$107K ﹤0.01%
705
+621
344
$107K ﹤0.01%
840
345
$106K ﹤0.01%
2,039
-741
346
$105K ﹤0.01%
1,217
+62
347
$104K ﹤0.01%
716
-345
348
$104K ﹤0.01%
+739
349
$104K ﹤0.01%
1,820
350
$103K ﹤0.01%
1,188
12 13
14
15 16