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
126
$1.38M 0.02%
23,916
+10,641
127
$1.35M 0.02%
28,710
+27,950
128
$1.32M 0.02%
11,332
+504
129
$1.28M 0.02%
4
130
$1.28M 0.02%
21,144
131
$1.26M 0.02%
35,221
-10,163
132
$1.21M 0.02%
24,989
+24,935
133
$1.2M 0.02%
+16,689
134
$1.17M 0.01%
10,750
-600
135
$1.14M 0.01%
3,158
+337
136
$1.1M 0.01%
3,245
+855
137
$1.08M 0.01%
13,765
-1,152
138
$1.08M 0.01%
17,027
+450
139
$1.03M 0.01%
3,492
+62
140
$1.03M 0.01%
42,647
-2,740
141
$1.01M 0.01%
15,808
142
$990K 0.01%
6,430
143
$987K 0.01%
41,962
-6,014
144
$977K 0.01%
9,748
145
$965K 0.01%
6,445
+3,291
146
$955K 0.01%
8,327
147
$947K 0.01%
16,484
-1,047
148
$932K 0.01%
3,028
+980
149
$909K 0.01%
16,377
-630
150
$887K 0.01%
7,637
+1,973
4 5
6
7 8