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
351
$100K ﹤0.01%
15,000
352
$100K ﹤0.01%
2,757
+91
353
$100K ﹤0.01%
2,455
354
$98K ﹤0.01%
1,225
355
$98K ﹤0.01%
805
356
$97K ﹤0.01%
3,179
+1,248
357
$97K ﹤0.01%
1,075
358
$97K ﹤0.01%
1,718
359
$95K ﹤0.01%
+2,000
360
$91K ﹤0.01%
772
+42
361
$91K ﹤0.01%
612
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362
$90K ﹤0.01%
1,520
363
$89K ﹤0.01%
4,085
364
$88K ﹤0.01%
5,385
365
$87K ﹤0.01%
7,950
366
$87K ﹤0.01%
672
367
$87K ﹤0.01%
665
368
$86K ﹤0.01%
305
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369
$85K ﹤0.01%
3,989
370
$85K ﹤0.01%
982
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371
$84K ﹤0.01%
238
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372
$84K ﹤0.01%
+720
373
$84K ﹤0.01%
5,000
-410
374
$83K ﹤0.01%
3,120
375
$83K ﹤0.01%
825
-250
13 14
15
16 17