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
101
$2.62M 0.03%
21,290
+484
102
$2.44M 0.03%
9,205
103
$2.4M 0.03%
28,190
-14
104
$2.38M 0.03%
40,567
-551
105
$2.35M 0.03%
19,299
106
$2.34M 0.03%
23,956
107
$2.29M 0.03%
9,450
-140
108
$2.2M 0.03%
9,521
109
$1.99M 0.02%
39,479
110
$1.96M 0.02%
7,084
-175
111
$1.91M 0.02%
45,462
112
$1.88M 0.02%
24,602
+435
113
$1.81M 0.02%
3,423
-505
114
$1.81M 0.02%
4,520
-15
115
$1.79M 0.02%
12,685
-72
116
$1.78M 0.02%
4,030
117
$1.69M 0.02%
141,852
118
$1.63M 0.02%
7,603
-158
119
$1.61M 0.02%
19,258
-133
120
$1.61M 0.02%
7,295
-3
121
$1.6M 0.02%
4,845
-625
122
$1.6M 0.02%
11,513
123
$1.59M 0.02%
10,500
124
$1.59M 0.02%
10,662
-16
125
$1.55M 0.02%
5,822
3 4
5
6 7