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
76
$6.69M 0.08%
26,974
-503
77
$6.6M 0.08%
30,776
78
$6.53M 0.08%
40,447
-73
79
$6.4M 0.08%
54,277
+80
80
$6.11M 0.08%
23,723
81
$5.07M 0.06%
20,577
+1,077
82
$4.48M 0.06%
25,541
-30
83
$4.39M 0.05%
38,848
84
$4.25M 0.05%
36,812
+588
85
$4.25M 0.05%
89,988
-21
86
$4.15M 0.05%
80,969
-54
87
$4.13M 0.05%
28,175
-405
88
$4.1M 0.05%
9,553
+29
89
$4.02M 0.05%
39,916
-60,994
90
$3.95M 0.05%
47,271
+6,508
91
$3.93M 0.05%
54,652
-243
92
$3.82M 0.05%
75,902
-1,855
93
$3.79M 0.05%
79,480
-3,689
94
$3.32M 0.04%
17,383
+500
95
$3.31M 0.04%
125,312
-2,712
96
$3.18M 0.04%
14,866
97
$3.11M 0.04%
8,143
-74
98
$2.87M 0.04%
41,780
99
$2.84M 0.04%
34,292
-300
100
$2.81M 0.03%
6
2 3
4
5 6