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
$7.97B
AUM Growth
+$718M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$71.2M
2
+$25.4M
3
+$24.5M
4
FISV
Fiserv Inc
FISV
+$17.5M
5
DG icon
Dollar General
DG
+$5.09M

Top Sells

1
+$15M
2
+$13M
3
+$12.9M
4
CNI icon
Canadian National Railway
CNI
+$11.3M
5
ADP icon
Automatic Data Processing
ADP
+$11.2M

Sector Composition

1 Technology 34.08%
2 Healthcare 18.47%
3 Consumer Discretionary 11.54%
4 Financials 11.44%
5 Communication Services 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$24K ﹤0.01%
457
452
$24K ﹤0.01%
1,000
453
$24K ﹤0.01%
101
454
$23K ﹤0.01%
9,667
455
$23K ﹤0.01%
290
456
$23K ﹤0.01%
1,300
457
$23K ﹤0.01%
1,500
458
$22K ﹤0.01%
855
459
$22K ﹤0.01%
22,542
460
$22K ﹤0.01%
1,029
461
$22K ﹤0.01%
100
462
$21K ﹤0.01%
266
463
$21K ﹤0.01%
650
464
$21K ﹤0.01%
275
465
$21K ﹤0.01%
1,449
466
$20K ﹤0.01%
200
-40
467
$20K ﹤0.01%
29
468
$20K ﹤0.01%
600
469
$20K ﹤0.01%
210
470
$20K ﹤0.01%
205
471
$19K ﹤0.01%
550
472
$19K ﹤0.01%
300
473
$18K ﹤0.01%
2,168
-132
474
$18K ﹤0.01%
450
475
$18K ﹤0.01%
825
17 18
19
20 21