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
451
$55K ﹤0.01%
900
452
$55K ﹤0.01%
718
453
$54K ﹤0.01%
836
-4,710
454
$54K ﹤0.01%
1,900
455
$53K ﹤0.01%
80
456
$53K ﹤0.01%
115
-39
457
$53K ﹤0.01%
800
458
$52K ﹤0.01%
1,233
459
$52K ﹤0.01%
3,500
460
$51K ﹤0.01%
+300
461
$51K ﹤0.01%
539
462
$51K ﹤0.01%
1,600
463
$51K ﹤0.01%
1,102
464
$49K ﹤0.01%
400
-400
465
$49K ﹤0.01%
1,620
+620
466
$48K ﹤0.01%
791
467
$47K ﹤0.01%
+2,607
468
$46K ﹤0.01%
385
-25
469
$46K ﹤0.01%
600
470
$46K ﹤0.01%
700
471
$45K ﹤0.01%
300
472
$45K ﹤0.01%
344
473
$45K ﹤0.01%
480
474
$44K ﹤0.01%
300
475
$42K ﹤0.01%
240
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