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
526
$16K ﹤0.01%
240
-57
527
$16K ﹤0.01%
536
528
$16K ﹤0.01%
100
529
$16K ﹤0.01%
+121
530
$16K ﹤0.01%
+325
531
$14K ﹤0.01%
+243
532
$14K ﹤0.01%
+335
533
$14K ﹤0.01%
+465
534
$14K ﹤0.01%
1,256
+7
535
$14K ﹤0.01%
1,464
+258
536
$14K ﹤0.01%
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537
$14K ﹤0.01%
138
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538
– –
0
539
$14K ﹤0.01%
56
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540
$13K ﹤0.01%
219
541
$13K ﹤0.01%
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542
$13K ﹤0.01%
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543
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544
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45
545
$13K ﹤0.01%
600
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546
$12K ﹤0.01%
+319
547
$12K ﹤0.01%
+715
548
$12K ﹤0.01%
+137
549
$12K ﹤0.01%
+487
550
$12K ﹤0.01%
647
-264
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