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
476
$29K ﹤0.01%
596
+496
477
$29K ﹤0.01%
457
478
$29K ﹤0.01%
+560
479
$29K ﹤0.01%
1,000
480
$28K ﹤0.01%
1,300
481
$28K ﹤0.01%
160
482
$28K ﹤0.01%
663
+113
483
$27K ﹤0.01%
290
484
$27K ﹤0.01%
650
485
$27K ﹤0.01%
+107
486
$26K ﹤0.01%
250
-100
487
$25K ﹤0.01%
+52
488
$25K ﹤0.01%
1,029
489
$25K ﹤0.01%
+500
490
$24K ﹤0.01%
267
+1
491
$24K ﹤0.01%
200
492
$23K ﹤0.01%
255
+87
493
$23K ﹤0.01%
450
-13,020
494
$23K ﹤0.01%
+514
495
$23K ﹤0.01%
100
496
$23K ﹤0.01%
700
497
$23K ﹤0.01%
841
+100
498
$22K ﹤0.01%
850
499
$22K ﹤0.01%
+260
500
$22K ﹤0.01%
+250
18 19
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