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
526
$7K ﹤0.01%
1,000
527
$7K ﹤0.01%
655
528
$7K ﹤0.01%
480
-312
529
$7K ﹤0.01%
178
530
$7K ﹤0.01%
1,100
531
$7K ﹤0.01%
500
532
$7K ﹤0.01%
+112
533
$7K ﹤0.01%
46
534
$6K ﹤0.01%
100
-20
535
$6K ﹤0.01%
84
-173
536
$6K ﹤0.01%
55
537
$6K ﹤0.01%
500
538
$6K ﹤0.01%
455
539
$6K ﹤0.01%
60
540
$6K ﹤0.01%
76
541
$5K ﹤0.01%
500
542
$5K ﹤0.01%
60
543
$5K ﹤0.01%
500
544
$5K ﹤0.01%
200
545
$5K ﹤0.01%
47
546
$5K ﹤0.01%
45
547
$5K ﹤0.01%
213
548
$4K ﹤0.01%
42
549
$4K ﹤0.01%
275
550
$4K ﹤0.01%
200
-100
20 21
22
23 24