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
551
$11K ﹤0.01%
+90
552
$11K ﹤0.01%
+110
553
$11K ﹤0.01%
55
554
$11K ﹤0.01%
+568
555
$11K ﹤0.01%
+436
556
$11K ﹤0.01%
+320
557
$11K ﹤0.01%
+111
558
$11K ﹤0.01%
46
559
$11K ﹤0.01%
+115
560
$11K ﹤0.01%
+78
561
$11K ﹤0.01%
+331
562
$10K ﹤0.01%
250
563
$10K ﹤0.01%
91
564
$10K ﹤0.01%
+334
565
$10K ﹤0.01%
58
566
$10K ﹤0.01%
+253
567
$10K ﹤0.01%
+44
568
$10K ﹤0.01%
655
569
$10K ﹤0.01%
+484
570
$10K ﹤0.01%
+268
571
$10K ﹤0.01%
500
572
$10K ﹤0.01%
84
573
$10K ﹤0.01%
67
574
$10K ﹤0.01%
110
+34
575
$10K ﹤0.01%
+446
21 22
23
24 25