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
51
$32.7M 0.37%
213,660
-30,878
52
$31.8M 0.36%
371,678
-24,525
53
$30.1M 0.34%
140,122
+1,179
54
$25.1M 0.28%
321,530
+14,305
55
$22M 0.25%
135,852
-10,656
56
$21.2M 0.24%
242,260
-22,800
57
$20.8M 0.23%
141,133
-5,723
58
$20.5M 0.23%
167,164
-13,838
59
$20.4M 0.23%
495,698
-58,690
60
$18.4M 0.21%
80,126
-79
61
$16M 0.18%
35,923
+428
62
$15.6M 0.18%
348,431
+31,610
63
$11.2M 0.13%
41,238
-22
64
$10.8M 0.12%
151,537
-38,020
65
$9.72M 0.11%
47,678
-1,918
66
$9.08M 0.1%
170,123
-71,627
67
$8.59M 0.1%
80,173
-260
68
$8.45M 0.09%
40,161
+15,801
69
$8.14M 0.09%
111,863
-571
70
$8.11M 0.09%
30,459
71
$7.64M 0.09%
153,431
-197
72
$7.56M 0.08%
27,662
-1,125
73
$7.22M 0.08%
131,622
-3,527
74
$7.16M 0.08%
33,673
-754
75
$6.36M 0.07%
71,964
-904
1 2
3
4 5