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
101
$3.29M 0.03%
34,069
-3,110
102
$3.27M 0.03%
9,539
-300
103
$3.27M 0.03%
6,072
-50
104
$3.24M 0.03%
34,691
-230
105
$3.17M 0.03%
10,821
+4,513
106
$3.16M 0.03%
8,798
-4
107
$3.01M 0.03%
48,323
-200
108
$2.79M 0.03%
49,144
+9,610
109
$2.77M 0.03%
23,956
110
$2.7M 0.02%
6
111
$2.67M 0.02%
222,652
112
$2.64M 0.02%
43,908
+8,295
113
$2.61M 0.02%
26,610
-515
114
$2.58M 0.02%
11,151
-614
115
$2.43M 0.02%
6,556
+216
116
$2.42M 0.02%
5,075
-1,481
117
$2.32M 0.02%
5,827
-868
118
$2.28M 0.02%
4,690
-165
119
$2.27M 0.02%
11,856
120
$2.23M 0.02%
47,253
+11,410
121
$2.16M 0.02%
13,027
+6,574
122
$2.15M 0.02%
42,755
+4,077
123
$2.15M 0.02%
27,323
-137
124
$2.13M 0.02%
9,777
+70
125
$2.1M 0.02%
12,498
-801
3 4
5
6 7