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
401
$62K ﹤0.01%
384
402
$62K ﹤0.01%
666
403
$62K ﹤0.01%
+150
404
$61K ﹤0.01%
500
405
$61K ﹤0.01%
525
-75
406
$60K ﹤0.01%
970
+120
407
$59K ﹤0.01%
941
+81
408
$59K ﹤0.01%
3,048
409
$59K ﹤0.01%
176
+51
410
$58K ﹤0.01%
+182
411
$57K ﹤0.01%
333
412
$57K ﹤0.01%
+670
413
$57K ﹤0.01%
373
414
$57K ﹤0.01%
1,500
415
$57K ﹤0.01%
1,810
+840
416
$57K ﹤0.01%
4,311
417
$57K ﹤0.01%
1,822
418
$56K ﹤0.01%
570
+500
419
$56K ﹤0.01%
700
420
$56K ﹤0.01%
1,600
421
$56K ﹤0.01%
4,317
422
$53K ﹤0.01%
+200
423
$52K ﹤0.01%
+900
424
$52K ﹤0.01%
3,680
425
$51K ﹤0.01%
+291
15 16
17
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