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
26
$124M 1.39%
225,066
+30,693
27
$114M 1.27%
244,352
+22,396
28
$111M 1.24%
405,609
+18,603
29
$107M 1.19%
1,766,585
-37,590
30
$101M 1.13%
234,126
+9,346
31
$93.9M 1.05%
461,208
-104,404
32
$92M 1.03%
392,948
+181,476
33
$88.3M 0.99%
967,447
+145,374
34
$87.8M 0.98%
405,668
-727
35
$81.2M 0.91%
2,246,352
+46,810
36
$73.9M 0.83%
147,837
+202
37
$72.6M 0.81%
1,455,832
-127,486
38
$70.6M 0.79%
265,893
+3,232
39
$66.9M 0.75%
481,007
-10,369
40
$60.6M 0.68%
385,037
-4,088
41
$50.1M 0.56%
132,886
+49,056
42
$48.2M 0.54%
231,301
-2,760
43
$43.5M 0.49%
187,463
-1,346
44
$43.3M 0.49%
241,858
+7,392
45
$43M 0.48%
268,043
+4,024
46
$42.7M 0.48%
280,515
+770
47
$39.9M 0.45%
481,997
-6,524
48
$35.9M 0.4%
137,479
-1,660
49
$35.3M 0.39%
65,970
-4,455
50
$34.4M 0.39%
232,254
+10,095
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