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
351
$77K ﹤0.01%
665
352
$75K ﹤0.01%
3,120
353
$75K ﹤0.01%
7,950
354
$75K ﹤0.01%
+1,390
355
$74K ﹤0.01%
730
+216
356
$73K ﹤0.01%
+785
357
$73K ﹤0.01%
1,207
358
$73K ﹤0.01%
1,355
359
$71K ﹤0.01%
7,125
-2,763
360
$71K ﹤0.01%
390
361
$69K ﹤0.01%
1,155
-289
362
$69K ﹤0.01%
3,500
363
$69K ﹤0.01%
4,085
364
$68K ﹤0.01%
3,989
-1,400
365
$67K ﹤0.01%
2,000
366
$66K ﹤0.01%
+594
367
$66K ﹤0.01%
390
368
$66K ﹤0.01%
5,410
-1,395
369
$65K ﹤0.01%
1,905
370
$64K ﹤0.01%
443
371
$64K ﹤0.01%
3,093
372
$64K ﹤0.01%
1,075
373
$61K ﹤0.01%
+696
374
$61K ﹤0.01%
1,061
375
$61K ﹤0.01%
1,953
13 14
15
16 17