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
426
$51K ﹤0.01%
1,600
427
$51K ﹤0.01%
940
428
$50K ﹤0.01%
1,000
+2
429
$50K ﹤0.01%
1,004
430
$50K ﹤0.01%
733
431
$50K ﹤0.01%
300
-50
432
$49K ﹤0.01%
870
433
$49K ﹤0.01%
2,092
434
$49K ﹤0.01%
1,089
435
$47K ﹤0.01%
391
+344
436
$46K ﹤0.01%
500
437
$45K ﹤0.01%
1,182
438
$45K ﹤0.01%
567
439
$45K ﹤0.01%
5,500
440
$44K ﹤0.01%
1,233
441
$44K ﹤0.01%
+900
442
$44K ﹤0.01%
1,300
-2,195
443
$43K ﹤0.01%
500
444
$43K ﹤0.01%
800
445
$43K ﹤0.01%
337
446
$42K ﹤0.01%
358
+100
447
$41K ﹤0.01%
625
448
$41K ﹤0.01%
258
449
$41K ﹤0.01%
1,437
450
$39K ﹤0.01%
101
16 17
18
19 20