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
101
$3.17M 0.04%
11,028
-1,407
102
$3.16M 0.04%
8,449
-121
103
$2.72M 0.03%
10,094
-315
104
$2.66M 0.03%
8,490
-678
105
$2.58M 0.03%
9,465
106
$2.55M 0.03%
69,169
+3,434
107
$2.42M 0.03%
16,267
-1,435
108
$2.38M 0.03%
6,601
-181
109
$2.32M 0.03%
10,210
-90
110
$2.25M 0.03%
70,195
-3,360
111
$2.24M 0.03%
24,716
+800
112
$2.23M 0.02%
55,704
+415
113
$2.09M 0.02%
6
+2
114
$2.03M 0.02%
8,288
+4
115
$2.01M 0.02%
27,071
+300
116
$2M 0.02%
11,353
+22
117
$1.94M 0.02%
25,194
+2,054
118
$1.91M 0.02%
36,482
+1,450
119
$1.9M 0.02%
6,640
+4,445
120
$1.88M 0.02%
34,690
+6,090
121
$1.84M 0.02%
19,484
-1,574
122
$1.84M 0.02%
21,927
+5,238
123
$1.8M 0.02%
11,900
+6,493
124
$1.78M 0.02%
26,120
-2,430
125
$1.78M 0.02%
12,993
3 4
5
6 7