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
126
$1.75M 0.02%
29,834
+1,054
127
$1.71M 0.02%
24,989
128
$1.64M 0.02%
3,909
+664
129
$1.61M 0.02%
4,855
130
$1.61M 0.02%
11,420
131
$1.53M 0.02%
10,037
+9,594
132
$1.47M 0.02%
9,266
-1,285
133
$1.43M 0.02%
7,164
+734
134
$1.42M 0.02%
32,430
+24,380
135
$1.39M 0.02%
11,522
+190
136
$1.36M 0.02%
10,750
137
$1.35M 0.02%
8,797
+1,160
138
$1.35M 0.02%
33,759
-1,462
139
$1.33M 0.01%
43,861
+1,214
140
$1.32M 0.01%
28,746
+36
141
$1.31M 0.01%
43,343
+1,381
142
$1.29M 0.01%
+38,519
143
$1.24M 0.01%
5,813
+500
144
$1.24M 0.01%
16,000
145
$1.24M 0.01%
13,765
146
$1.23M 0.01%
10,198
+450
147
$1.19M 0.01%
6,820
148
$1.19M 0.01%
+18,664
149
$1.17M 0.01%
700
150
$1.15M 0.01%
21,386
+658
4 5
6
7 8