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
$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
726
– –
-24
727
– –
-24
728
– –
-322
729
– –
-58
730
– –
-58
731
– –
-29
732
– –
-10
733
– –
-20
734
$0 ﹤0.01%
8
735
– –
-156
736
– –
-252
737
– –
-163
738
– –
-750
739
$0 ﹤0.01%
12
740
– –
-303
741
– –
-287
742
– –
-1,258
743
– –
-28
744
$0 ﹤0.01%
4
745
$0 ﹤0.01%
3,000
746
– –
-9
747
– –
-115
748
– –
-699
749
– –
-137
750
– –
-38
28 29
30
31 32