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
376
$111K ﹤0.01%
313
377
$111K ﹤0.01%
2,000
-500
378
$110K ﹤0.01%
700
379
$110K ﹤0.01%
1,185
380
$107K ﹤0.01%
1,729
-90
381
$104K ﹤0.01%
506
-37
382
$104K ﹤0.01%
1,257
+196
383
$103K ﹤0.01%
1,423
384
$100K ﹤0.01%
870
385
$99K ﹤0.01%
5,573
386
$98K ﹤0.01%
4,450
387
$95K ﹤0.01%
658
388
$95K ﹤0.01%
6,352
389
$94K ﹤0.01%
2,262
+331
390
$94K ﹤0.01%
+970
391
$94K ﹤0.01%
705
392
$93K ﹤0.01%
450
393
$93K ﹤0.01%
682
-1,288
394
$93K ﹤0.01%
1,875
-2,750
395
$93K ﹤0.01%
+457
396
$93K ﹤0.01%
2,223
397
$91K ﹤0.01%
3,500
398
$90K ﹤0.01%
1,300
399
$89K ﹤0.01%
749
-107
400
$89K ﹤0.01%
795
14 15
16
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