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
76
$6.11M 0.07%
202,912
-30,729
77
$5.92M 0.07%
46,553
+1,564
78
$5.63M 0.06%
22,469
+18
79
$5.6M 0.06%
66,269
+143
80
$5.37M 0.06%
16,575
81
$5.33M 0.06%
22,644
-540
82
$5.27M 0.06%
27,086
-770
83
$5.19M 0.06%
441,202
-52,700
84
$5.07M 0.06%
34,709
-554
85
$4.94M 0.06%
20,493
86
$4.89M 0.05%
21,573
87
$4.84M 0.05%
12,892
-3,840
88
$4.5M 0.05%
149,310
+90,060
89
$4.38M 0.05%
91,095
+1,995
90
$4.31M 0.05%
96,272
+3,448
91
$4.22M 0.05%
9,677
+7
92
$4.18M 0.05%
44,853
+63
93
$4.04M 0.05%
33,122
-43
94
$3.89M 0.04%
23,488
+153
95
$3.81M 0.04%
25,948
-2,462
96
$3.66M 0.04%
280,040
+6,600
97
$3.65M 0.04%
38,224
-944
98
$3.61M 0.04%
15,181
-60
99
$3.51M 0.04%
44,231
+311
100
$3.43M 0.04%
55,223
-2,855
2 3
4
5 6