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
351
$136K ﹤0.01%
2,750
-9,005
352
$136K ﹤0.01%
1,520
353
$135K ﹤0.01%
2,127
354
$133K ﹤0.01%
204
355
$132K ﹤0.01%
8,000
356
$131K ﹤0.01%
3,600
357
$129K ﹤0.01%
620
-7
358
$129K ﹤0.01%
840
359
$129K ﹤0.01%
3,266
360
$126K ﹤0.01%
7,950
361
$126K ﹤0.01%
8,800
362
$126K ﹤0.01%
2,342
363
$125K ﹤0.01%
5,000
364
$124K ﹤0.01%
5,964
-590
365
$121K ﹤0.01%
2,600
-505
366
$118K ﹤0.01%
770
-98
367
$118K ﹤0.01%
3,000
368
$118K ﹤0.01%
1,000
369
$117K ﹤0.01%
+4,501
370
$117K ﹤0.01%
2,780
-321
371
$117K ﹤0.01%
2,995
-260
372
$114K ﹤0.01%
1,107
373
$114K ﹤0.01%
2,455
374
$113K ﹤0.01%
970
-400
375
$112K ﹤0.01%
2,254
13 14
15
16 17