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
76
$7.95M 0.07%
92,377
-22,935
77
$7.95M 0.07%
134,194
+5,594
78
$7.88M 0.07%
22,359
+765
79
$7.86M 0.07%
22,528
-105
80
$7.72M 0.07%
25,378
-528
81
$7.66M 0.07%
142,446
-124,477
82
$7.37M 0.07%
143,081
-6,591
83
$7.28M 0.07%
23,275
+747
84
$6.85M 0.06%
10,842
+135
85
$6.55M 0.06%
26,848
+376
86
$5.94M 0.05%
28,493
-289
87
$5.92M 0.05%
16,490
88
$5.86M 0.05%
92,469
-3,192
89
$5.59M 0.05%
40,923
-1,922
90
$5.43M 0.05%
18,253
+5,486
91
$4.94M 0.05%
29,564
-6,772
92
$4.71M 0.04%
79,716
93
$4.67M 0.04%
96,900
+3,240
94
$4.48M 0.04%
40,416
-3,036
95
$4.4M 0.04%
18,208
-290
96
$4.3M 0.04%
28,987
-1,693
97
$4.24M 0.04%
20,551
-4,583
98
$4M 0.04%
55,443
+799
99
$3.91M 0.04%
48,425
+11,380
100
$3.9M 0.04%
8,204
-319
2 3
4
5 6