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
501
$22K ﹤0.01%
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502
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1,750
503
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223
+208
504
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505
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450
506
$21K ﹤0.01%
515
507
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508
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+102
509
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1,900
510
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16
+2
511
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512
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514
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500
515
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+187
516
$18K ﹤0.01%
130
517
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332
+32
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$18K ﹤0.01%
250
519
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+100
520
$18K ﹤0.01%
650
521
$17K ﹤0.01%
46
522
$17K ﹤0.01%
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523
$17K ﹤0.01%
450
524
$17K ﹤0.01%
+400
525
$17K ﹤0.01%
+616
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