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
$7.97B
AUM Growth
+$718M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$71.2M
2
+$25.4M
3
+$24.5M
4
FISV
Fiserv Inc
FISV
+$17.5M
5
DG icon
Dollar General
DG
+$5.09M

Top Sells

1
+$15M
2
+$13M
3
+$12.9M
4
CNI icon
Canadian National Railway
CNI
+$11.3M
5
ADP icon
Automatic Data Processing
ADP
+$11.2M

Sector Composition

1 Technology 34.08%
2 Healthcare 18.47%
3 Consumer Discretionary 11.54%
4 Financials 11.44%
5 Communication Services 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$18K ﹤0.01%
1,000
477
$18K ﹤0.01%
515
478
$17K ﹤0.01%
297
-66
479
$16K ﹤0.01%
14
480
$16K ﹤0.01%
130
481
$16K ﹤0.01%
1,750
482
$16K ﹤0.01%
400
483
$16K ﹤0.01%
911
-163
484
$16K ﹤0.01%
300
485
$16K ﹤0.01%
741
486
$15K ﹤0.01%
46
487
$15K ﹤0.01%
10
488
$15K ﹤0.01%
168
489
$15K ﹤0.01%
850
-103
490
$15K ﹤0.01%
536
491
$15K ﹤0.01%
700
492
$14K ﹤0.01%
100
493
$14K ﹤0.01%
45
+38
494
$14K ﹤0.01%
250
495
$14K ﹤0.01%
825
496
$14K ﹤0.01%
+130
497
$14K ﹤0.01%
300
498
$13K ﹤0.01%
250
499
$13K ﹤0.01%
33
500
$12K ﹤0.01%
500
18 19
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