LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
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
551
$16K ﹤0.01%
319
552
$16K ﹤0.01%
+740
553
$16K ﹤0.01%
568
554
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118
+25
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320
556
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558
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+145
559
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560
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561
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536
562
$15K ﹤0.01%
257
563
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565
– –
0
566
$15K ﹤0.01%
651
+298
567
$14K ﹤0.01%
200
568
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$14K ﹤0.01%
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570
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571
$14K ﹤0.01%
200
572
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118
573
$13K ﹤0.01%
100
574
$13K ﹤0.01%
253
-38
575
$13K ﹤0.01%
3,305
+1,100
21 22
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