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
$8.08B
AUM Growth
+$393M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$2.77M
3
+$2.74M
4
ASML icon
ASML
ASML
+$2.44M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.02M

Top Sells

1
+$19.4M
2
+$15.4M
3
+$11.2M
4
PYPL icon
PayPal
PYPL
+$9.84M
5
NOW icon
ServiceNow
NOW
+$9.5M

Sector Composition

1 Technology 33.68%
2 Healthcare 21.34%
3 Financials 11.54%
4 Consumer Discretionary 10.52%
5 Consumer Staples 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$99.4M 1.23%
1,001,949
-27,224
27
$94.1M 1.17%
575,302
+149,466
28
$81.7M 1.01%
258,549
+281
29
$75M 0.93%
565,383
-84,821
30
$72.4M 0.9%
970,548
-9,654
31
$68M 0.84%
1,516,771
-12,436
32
$67.7M 0.84%
446,977
-7,777
33
$63.8M 0.79%
311,481
-33,417
34
$63.7M 0.79%
360,641
-825
35
$62.7M 0.78%
153,656
+577
36
$55M 0.68%
772,576
-138,161
37
$54.2M 0.67%
175,485
+2,596
38
$52.7M 0.65%
264,755
-27,136
39
$50.4M 0.62%
239,039
+5,514
40
$49.1M 0.61%
442,146
-805
41
$47.7M 0.59%
471,085
-6,137
42
$46.9M 0.58%
226,256
+7,211
43
$46.4M 0.57%
420,541
-4,915
44
$45.2M 0.56%
250,041
-2,534
45
$44.5M 0.55%
790,320
-330
46
$44.4M 0.55%
1,297,916
-10,390
47
$35.2M 0.44%
292,840
-127,695
48
$34.6M 0.43%
258,268
-5,386
49
$32.5M 0.4%
373,750
-223,759
50
$32M 0.4%
121,516
-819
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