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
376
$83K ﹤0.01%
780
377
$82K ﹤0.01%
+4,850
378
$82K ﹤0.01%
1,272
+804
379
$81K ﹤0.01%
1,905
380
$80K ﹤0.01%
1,661
381
$79K ﹤0.01%
2,119
+1,853
382
$77K ﹤0.01%
+160
383
$76K ﹤0.01%
1,355
384
$76K ﹤0.01%
3,555
385
$75K ﹤0.01%
2,000
386
$74K ﹤0.01%
390
387
$73K ﹤0.01%
1,061
388
$73K ﹤0.01%
3,093
389
$72K ﹤0.01%
850
-500
390
$72K ﹤0.01%
5,573
391
$71K ﹤0.01%
750
392
$71K ﹤0.01%
1,207
393
$70K ﹤0.01%
+1,030
394
$70K ﹤0.01%
3,500
395
$69K ﹤0.01%
+840
396
$69K ﹤0.01%
+6,500
397
$68K ﹤0.01%
1,520
398
$66K ﹤0.01%
+1,650
399
$65K ﹤0.01%
950
400
$63K ﹤0.01%
610
-1,062
14 15
16
17 18