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
501
$30K ﹤0.01%
216
502
$30K ﹤0.01%
926
503
$30K ﹤0.01%
223
504
$30K ﹤0.01%
130
505
$30K ﹤0.01%
500
506
$30K ﹤0.01%
215
507
$29K ﹤0.01%
250
508
$29K ﹤0.01%
1,029
509
$29K ﹤0.01%
2,340
+575
510
$29K ﹤0.01%
432
-267
511
$29K ﹤0.01%
356
-131
512
$29K ﹤0.01%
460
513
$29K ﹤0.01%
772
514
$28K ﹤0.01%
5,840
515
$28K ﹤0.01%
135
+110
516
$27K ﹤0.01%
+1,750
517
$27K ﹤0.01%
560
-2,755
518
$26K ﹤0.01%
1,005
519
$26K ﹤0.01%
500
520
$25K ﹤0.01%
+150
521
$25K ﹤0.01%
+307
522
$25K ﹤0.01%
2,168
523
$25K ﹤0.01%
150
524
$25K ﹤0.01%
+424
525
$23K ﹤0.01%
100
19 20
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