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
376
$60K ﹤0.01%
7,500
377
$60K ﹤0.01%
750
378
$60K ﹤0.01%
1,661
-32
379
$59K ﹤0.01%
350
-50
380
$59K ﹤0.01%
125
381
$57K ﹤0.01%
384
382
$57K ﹤0.01%
950
383
$57K ﹤0.01%
500
384
$57K ﹤0.01%
5,573
385
$56K ﹤0.01%
600
-110
386
$55K ﹤0.01%
998
387
$55K ﹤0.01%
666
-110
388
$55K ﹤0.01%
1,931
389
$55K ﹤0.01%
4,311
390
$54K ﹤0.01%
663
391
$54K ﹤0.01%
373
+75
392
$53K ﹤0.01%
700
393
$53K ﹤0.01%
4,317
394
$53K ﹤0.01%
819
+69
395
$52K ﹤0.01%
3,555
+1,620
396
$50K ﹤0.01%
870
397
$50K ﹤0.01%
780
398
$49K ﹤0.01%
1,004
399
$49K ﹤0.01%
250
400
$49K ﹤0.01%
2,522
-2,140
14 15
16
17 18