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
426
$72K ﹤0.01%
2,000
427
$70K ﹤0.01%
5,180
-202
428
$69K ﹤0.01%
1,182
429
$69K ﹤0.01%
101
430
$67K ﹤0.01%
305
-10
431
$66K ﹤0.01%
326
432
$65K ﹤0.01%
600
433
$65K ﹤0.01%
163
+117
434
$65K ﹤0.01%
353
+115
435
$64K ﹤0.01%
1,100
436
$64K ﹤0.01%
1,650
437
$64K ﹤0.01%
1,096
438
$64K ﹤0.01%
672
439
$63K ﹤0.01%
860
440
$61K ﹤0.01%
19,756
-2,786
441
$61K ﹤0.01%
4,311
442
$61K ﹤0.01%
1,089
443
$60K ﹤0.01%
1,437
444
$59K ﹤0.01%
450
445
$59K ﹤0.01%
6,500
446
$58K ﹤0.01%
4,317
447
$57K ﹤0.01%
800
448
$57K ﹤0.01%
1,004
449
$55K ﹤0.01%
181
+162
450
$55K ﹤0.01%
+1,400
16 17
18
19 20