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
$9.04B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$56.2M
2
+$45.6M
3
+$35.6M
4
COST icon
Costco
COST
+$19.3M
5
ADBE icon
Adobe
ADBE
+$15.8M

Top Sells

1
+$36.8M
2
+$32.3M
3
+$23.5M
4
PAYC icon
Paycom
PAYC
+$20.7M
5
CNI icon
Canadian National Railway
CNI
+$18.1M

Sector Composition

1 Technology 34.15%
2 Healthcare 18.35%
3 Financials 12.15%
4 Consumer Discretionary 11.14%
5 Communication Services 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.74M 0.02%
31,670
-2,089
127
$1.73M 0.02%
26,368
+4,982
128
$1.73M 0.02%
5,740
-900
129
$1.68M 0.02%
24,419
-19,812
130
$1.62M 0.02%
6,820
131
$1.62M 0.02%
3,399
-510
132
$1.6M 0.02%
10,900
-520
133
$1.6M 0.02%
7,164
134
$1.53M 0.02%
32,950
+520
135
$1.52M 0.02%
24,754
-5,080
136
$1.51M 0.02%
10,711
+513
137
$1.51M 0.02%
9,571
-466
138
$1.5M 0.02%
4,867
+12
139
$1.49M 0.02%
5,844
+31
140
$1.48M 0.02%
9,012
-254
141
$1.38M 0.02%
10,831
-691
142
$1.37M 0.02%
10,018
-732
143
$1.33M 0.01%
13,765
144
$1.33M 0.01%
15,564
-3,920
145
$1.31M 0.01%
8,313
-484
146
$1.3M 0.01%
16,000
147
$1.29M 0.01%
24,731
+8,186
148
$1.25M 0.01%
3,534
+376
149
$1.18M 0.01%
23,076
+668
150
$1.14M 0.01%
3,064
+101
4 5
6
7 8