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
726
$3K ﹤0.01%
+16
727
$3K ﹤0.01%
+18
728
$3K ﹤0.01%
70
729
$3K ﹤0.01%
+75
730
$3K ﹤0.01%
+47
731
$3K ﹤0.01%
+31
732
$3K ﹤0.01%
13
-237
733
$3K ﹤0.01%
+11
734
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+28
735
$3K ﹤0.01%
250
736
$3K ﹤0.01%
+63
737
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738
$2K ﹤0.01%
+21
739
$2K ﹤0.01%
+18
740
$2K ﹤0.01%
+43
741
$2K ﹤0.01%
72
742
$2K ﹤0.01%
+35
743
$2K ﹤0.01%
+16
744
$2K ﹤0.01%
+10
745
$2K ﹤0.01%
+112
746
$2K ﹤0.01%
33
747
$2K ﹤0.01%
20
-64
748
$2K ﹤0.01%
+11
749
$2K ﹤0.01%
4
750
$2K ﹤0.01%
100
28 29
30
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