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
$7.97B
AUM Growth
+$718M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$71.2M
2
+$25.4M
3
+$24.5M
4
FISV
Fiserv Inc
FISV
+$17.5M
5
DG icon
Dollar General
DG
+$5.09M

Top Sells

1
+$15M
2
+$13M
3
+$12.9M
4
CNI icon
Canadian National Railway
CNI
+$11.3M
5
ADP icon
Automatic Data Processing
ADP
+$11.2M

Sector Composition

1 Technology 34.08%
2 Healthcare 18.47%
3 Consumer Discretionary 11.54%
4 Financials 11.44%
5 Communication Services 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.79M 0.04%
12,435
-2,844
102
$2.55M 0.03%
9,168
+545
103
$2.48M 0.03%
13,225
104
$2.35M 0.03%
8,284
105
$2.31M 0.03%
10,409
-1,700
106
$2.29M 0.03%
65,735
-6,320
107
$2.24M 0.03%
9,465
108
$2.23M 0.03%
17,702
109
$2.17M 0.03%
10,300
-1,360
110
$2.15M 0.03%
73,555
111
$2.04M 0.03%
6,782
-3,563
112
$1.83M 0.02%
21,058
-800
113
$1.82M 0.02%
59,250
-1,950
114
$1.82M 0.02%
55,289
-1,442
115
$1.78M 0.02%
11,331
-15
116
$1.77M 0.02%
28,780
117
$1.67M 0.02%
28,550
-28,418
118
$1.67M 0.02%
26,771
-1,370
119
$1.63M 0.02%
4,855
120
$1.62M 0.02%
35,032
+230
121
$1.61M 0.02%
23,140
+3,912
122
$1.53M 0.02%
+12,993
123
$1.47M 0.02%
11,420
124
$1.45M 0.02%
10,551
-2,535
125
$1.43M 0.02%
28,600
+1,870
3 4
5
6 7