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
51
$34.5M 0.32%
128,875
-1,795
52
$33.5M 0.31%
231,720
+2,380
53
$33.4M 0.31%
435,559
+7,799
54
$31.5M 0.29%
670,080
+5,490
55
$26.9M 0.25%
440,302
-7,781
56
$25.9M 0.24%
147,067
-2,356
57
$21.8M 0.2%
89,024
-76,089
58
$21.8M 0.2%
35,501
-255
59
$20.9M 0.19%
92,827
+1,623
60
$18.1M 0.17%
134,415
+4,096
61
$17.3M 0.16%
151,805
-8,445
62
$16.4M 0.15%
291,469
+1,340
63
$13.1M 0.12%
446,760
-3,430
64
$11.9M 0.11%
50,589
+307
65
$11.3M 0.1%
32,034
+27,983
66
$11.2M 0.1%
30,356
-136
67
$11.1M 0.1%
44,772
-395
68
$10.8M 0.1%
126,711
-33,711
69
$10.8M 0.1%
115,934
-848
70
$10.7M 0.1%
13,399
+5,318
71
$10.5M 0.1%
41,084
+78
72
$9.46M 0.09%
69,842
-6,219
73
$9.3M 0.09%
30,433
-2,053
74
$8.46M 0.08%
72,071
+3,494
75
$8.12M 0.07%
51,267
+3,131
1 2
3
4 5