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
$8.08B
AUM Growth
+$393M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$2.77M
3
+$2.74M
4
ASML icon
ASML
ASML
+$2.44M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.02M

Top Sells

1
+$19.4M
2
+$15.4M
3
+$11.2M
4
PYPL icon
PayPal
PYPL
+$9.84M
5
NOW icon
ServiceNow
NOW
+$9.5M

Sector Composition

1 Technology 33.68%
2 Healthcare 21.34%
3 Financials 11.54%
4 Consumer Discretionary 10.52%
5 Consumer Staples 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$30.4M 0.38%
113,885
-1,551
52
$29.8M 0.37%
271,290
+4,803
53
$25.4M 0.31%
154,852
+1,140
54
$22.2M 0.27%
84,363
-8,152
55
$21.7M 0.27%
149,399
-1,166
56
$19.5M 0.24%
291,740
+2,900
57
$19.2M 0.24%
216,716
-6,644
58
$17.7M 0.22%
152,270
+5,370
59
$16.2M 0.2%
34,849
+31
60
$15.9M 0.2%
1,090,300
+87,020
61
$12.7M 0.16%
70,778
-130
62
$11.6M 0.14%
21,155
+4,457
63
$10.9M 0.13%
67,305
+280
64
$9.54M 0.12%
38,722
-840
65
$9.22M 0.11%
91,321
+190
66
$9.12M 0.11%
41,381
-298
67
$9.09M 0.11%
12,597
+663
68
$8.88M 0.11%
114,506
-300
69
$8.81M 0.11%
303,941
-104,754
70
$8.49M 0.11%
133,470
+600
71
$8.05M 0.1%
102,124
+437
72
$7.91M 0.1%
31,113
-24,816
73
$7.76M 0.1%
31,134
+4,259
74
$7.75M 0.1%
25,146
-187
75
$7.61M 0.09%
56,738
-829
1 2
3
4 5