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
576
$2K ﹤0.01%
49
577
$2K ﹤0.01%
24
578
$2K ﹤0.01%
21
579
$1K ﹤0.01%
6
580
$1K ﹤0.01%
46
-790
581
$1K ﹤0.01%
4
582
$1K ﹤0.01%
25
583
$1K ﹤0.01%
22
584
$1K ﹤0.01%
13
585
$0 ﹤0.01%
325
586
$0 ﹤0.01%
2
587
– –
-14
588
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589
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590
$0 ﹤0.01%
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591
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-551
592
$0 ﹤0.01%
32
593
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594
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595
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-645
596
– –
-1,000
597
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598
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599
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600
– –
-1,000
21 22 23
24
25