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
401
$87K ﹤0.01%
380
402
$87K ﹤0.01%
3,093
403
$87K ﹤0.01%
3,989
404
$87K ﹤0.01%
3,930
405
$87K ﹤0.01%
+1,659
406
$86K ﹤0.01%
3,750
407
$86K ﹤0.01%
1,898
408
$86K ﹤0.01%
220
409
$85K ﹤0.01%
1,458
-116
410
$85K ﹤0.01%
1,075
411
$85K ﹤0.01%
1,822
412
$84K ﹤0.01%
555
-28
413
$84K ﹤0.01%
1,520
414
$84K ﹤0.01%
2,000
-99
415
$83K ﹤0.01%
445
416
$83K ﹤0.01%
4,680
417
$83K ﹤0.01%
1,500
418
$82K ﹤0.01%
667
419
$81K ﹤0.01%
2,666
420
$79K ﹤0.01%
+762
421
$79K ﹤0.01%
291
422
$77K ﹤0.01%
200
423
$76K ﹤0.01%
858
424
$76K ﹤0.01%
570
425
$74K ﹤0.01%
317
15 16
17
18 19