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
151
$1.1M 0.01%
15,490
-887
152
$1.09M 0.01%
5,547
-898
153
$1.08M 0.01%
18,411
+1,927
154
$1.06M 0.01%
7,023
-75
155
$1.04M 0.01%
2,963
+439
156
$1.04M 0.01%
3,158
157
$1.03M 0.01%
59,990
+684
158
$1.02M 0.01%
17,360
+6,122
159
$981K 0.01%
8,385
+58
160
$968K 0.01%
16,608
-419
161
$947K 0.01%
9,389
+2,996
162
$919K 0.01%
22,408
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163
$868K 0.01%
13,983
+13,302
164
$866K 0.01%
760
165
$864K 0.01%
9,404
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166
$850K 0.01%
24,350
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167
$844K 0.01%
379
-82
168
$829K 0.01%
16,545
+3,548
169
$825K 0.01%
3,544
+52
170
$815K 0.01%
10,145
+3,050
171
$813K 0.01%
14,640
-546
172
$762K 0.01%
11,422
173
$757K 0.01%
2,608
+16
174
$749K 0.01%
3,669
+69
175
$731K 0.01%
20,309
-6,375
5 6
7
8 9