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
$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
326
$180K ﹤0.01%
850
327
$175K ﹤0.01%
7,000
328
$174K ﹤0.01%
2,553
-100
329
$174K ﹤0.01%
5,704
-2,262
330
$172K ﹤0.01%
2,850
-108
331
$171K ﹤0.01%
16,000
332
$169K ﹤0.01%
1,570
333
$168K ﹤0.01%
10,626
-467
334
$168K ﹤0.01%
5,453
-2,458
335
$167K ﹤0.01%
1,200
336
$165K ﹤0.01%
2,500
-96
337
$165K ﹤0.01%
4,000
338
$164K ﹤0.01%
2,200
339
$162K ﹤0.01%
1,925
-37
340
$159K ﹤0.01%
8,385
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341
$159K ﹤0.01%
625
342
$157K ﹤0.01%
5,400
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343
$156K ﹤0.01%
1,786
+307
344
$155K ﹤0.01%
4,151
345
$155K ﹤0.01%
15,000
346
$153K ﹤0.01%
6,187
347
$148K ﹤0.01%
3,000
348
$147K ﹤0.01%
913
+20
349
$146K ﹤0.01%
500
350
$138K ﹤0.01%
1,550
-1,491
12 13
14
15 16