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
451
$38K ﹤0.01%
926
452
$37K ﹤0.01%
+324
453
$37K ﹤0.01%
1,449
454
$37K ﹤0.01%
8,000
455
$36K ﹤0.01%
300
456
$36K ﹤0.01%
+172
457
$36K ﹤0.01%
1,377
-1,145
458
$35K ﹤0.01%
9,667
459
$35K ﹤0.01%
110
460
$33K ﹤0.01%
333
461
$33K ﹤0.01%
768
-375
462
$33K ﹤0.01%
480
+180
463
$32K ﹤0.01%
1,000
464
$31K ﹤0.01%
258
-1,482
465
$31K ﹤0.01%
2,800
+632
466
$31K ﹤0.01%
403
+103
467
$31K ﹤0.01%
4,680
468
$31K ﹤0.01%
+720
469
$30K ﹤0.01%
22,542
470
$30K ﹤0.01%
+713
471
$30K ﹤0.01%
258
472
$30K ﹤0.01%
1,500
473
$30K ﹤0.01%
88
-2,940
474
$29K ﹤0.01%
80
475
$29K ﹤0.01%
3,270
+2,270
17 18
19
20 21