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
51
$30.5M 0.38%
138,943
-1,651
52
$29.8M 0.37%
83,830
+69,102
53
$24.3M 0.31%
307,225
+37,422
54
$23.8M 0.3%
146,508
-22,088
55
$23.1M 0.29%
70,425
+250
56
$20.4M 0.26%
80,205
-1,485
57
$19.5M 0.24%
265,060
-112,640
58
$19M 0.24%
554,388
-57,635
59
$17.1M 0.22%
146,856
-73,508
60
$16.9M 0.21%
181,002
-11,027
61
$12.7M 0.16%
35,495
-540
62
$11.6M 0.15%
241,750
-65,064
63
$11.6M 0.15%
41,260
-28
64
$11.4M 0.14%
316,821
+1,200
65
$10.9M 0.14%
189,557
-21,327
66
$9.58M 0.12%
49,596
-875
67
$8.57M 0.11%
28,787
-958
68
$7.96M 0.1%
153,628
-19,770
69
$7.04M 0.09%
80,433
-3,281
70
$6.67M 0.08%
135,149
-826
71
$6.67M 0.08%
112,434
-4,123
72
$6.65M 0.08%
30,459
73
$6.06M 0.08%
72,868
+268
74
$5.67M 0.07%
34,427
-2,085
75
$5.62M 0.07%
16,732
-5,454
1 2
3
4 5