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
551
$4K ﹤0.01%
1,000
552
– –
0
553
$4K ﹤0.01%
506
-969
554
$4K ﹤0.01%
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555
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50
556
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557
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40
558
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45
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250
562
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+225
563
$3K ﹤0.01%
1,000
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$3K ﹤0.01%
105
565
$3K ﹤0.01%
100
566
$3K ﹤0.01%
3,000
567
$3K ﹤0.01%
69
568
$2K ﹤0.01%
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569
$2K ﹤0.01%
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570
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571
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572
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54
573
$2K ﹤0.01%
15
574
$2K ﹤0.01%
2,592
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575
$2K ﹤0.01%
100
21 22
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