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
126
$2.07M 0.02%
4,395
127
$2.01M 0.02%
3,875
128
$2M 0.02%
3,319
+3
129
$1.93M 0.02%
37,800
+34,302
130
$1.91M 0.02%
8,661
131
$1.89M 0.02%
14,157
+1,156
132
$1.89M 0.02%
42,501
+1,500
133
$1.88M 0.02%
9,736
134
$1.84M 0.02%
47,054
-3,000
135
$1.83M 0.02%
13,765
136
$1.74M 0.02%
7,259
-400
137
$1.71M 0.02%
3,401
-12
138
$1.71M 0.02%
6,820
139
$1.7M 0.02%
23,334
140
$1.68M 0.02%
28,579
+2,559
141
$1.62M 0.01%
9,423
+683
142
$1.6M 0.01%
7,164
143
$1.48M 0.01%
6,665
144
$1.48M 0.01%
9,049
+210
145
$1.46M 0.01%
4,307
-15
146
$1.43M 0.01%
23,831
+14,750
147
$1.42M 0.01%
7,059
+1,281
148
$1.38M 0.01%
20,401
-802
149
$1.36M 0.01%
7,026
-671
150
$1.34M 0.01%
7,727
4 5
6
7 8