LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
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
26
$142M 1.31%
1,554,532
+16,558
27
$142M 1.3%
655,431
+1,857
28
$129M 1.18%
226,688
+7,008
29
$127M 1.16%
819,187
+9,760
30
$126M 1.16%
256,732
+3,682
31
$125M 1.14%
962,803
-16,810
32
$121M 1.11%
1,360,396
-91,515
33
$111M 1.02%
268,060
-1,946
34
$100M 0.92%
152,380
-1,627
35
$99M 0.91%
350,923
+17,201
36
$76M 0.7%
464,667
-2,051
37
$73.5M 0.67%
313,352
-2,722
38
$70.4M 0.65%
272,396
-565
39
$66.2M 0.61%
1,016,634
-69,974
40
$63.6M 0.58%
371,817
-2,808
41
$62.7M 0.58%
1,181,010
+212,239
42
$53.9M 0.49%
213,780
-1,818
43
$51.6M 0.47%
172,695
-2,877
44
$51.4M 0.47%
123,995
-1,571
45
$47.4M 0.43%
258,938
-1,218
46
$47.1M 0.43%
335,313
-86,457
47
$46.4M 0.42%
253,540
-6,841
48
$45.3M 0.42%
476,879
+3,724
49
$44M 0.4%
66,886
+817
50
$43.2M 0.4%
248,896
+3,105
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