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
$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
476
$42K ﹤0.01%
258
477
$42K ﹤0.01%
457
478
$41K ﹤0.01%
334
479
$41K ﹤0.01%
768
480
$40K ﹤0.01%
1,121
-43
481
$40K ﹤0.01%
567
482
$39K ﹤0.01%
150
+50
483
$39K ﹤0.01%
702
-754
484
$39K ﹤0.01%
503
+458
485
$38K ﹤0.01%
+262
486
$38K ﹤0.01%
88
487
$37K ﹤0.01%
+350
488
$36K ﹤0.01%
354
489
$36K ﹤0.01%
+308
490
$36K ﹤0.01%
1,449
491
$33K ﹤0.01%
265
+256
492
$33K ﹤0.01%
210
493
$33K ﹤0.01%
180
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494
$32K ﹤0.01%
301
-120
495
$32K ﹤0.01%
100
496
$31K ﹤0.01%
500
497
$31K ﹤0.01%
515
498
$31K ﹤0.01%
596
499
$31K ﹤0.01%
1,300
500
$30K ﹤0.01%
2,000
18 19
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