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
676
$6K ﹤0.01%
+95
677
$6K ﹤0.01%
2,592
678
$6K ﹤0.01%
+165
679
$6K ﹤0.01%
55
680
$6K ﹤0.01%
109
+60
681
$6K ﹤0.01%
+56
682
$6K ﹤0.01%
+99
683
$5K ﹤0.01%
+88
684
$5K ﹤0.01%
+83
685
$5K ﹤0.01%
+61
686
$5K ﹤0.01%
+230
687
$5K ﹤0.01%
213
688
$5K ﹤0.01%
117
+48
689
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140
+86
690
$5K ﹤0.01%
53
+8
691
$5K ﹤0.01%
+219
692
$5K ﹤0.01%
+434
693
$5K ﹤0.01%
397
694
$5K ﹤0.01%
+34
695
$5K ﹤0.01%
+8
696
$5K ﹤0.01%
50
+26
697
$5K ﹤0.01%
+320
698
$4K ﹤0.01%
+31
699
$4K ﹤0.01%
19
700
$4K ﹤0.01%
+18
26 27
28
29 30