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
151
$1.32M 0.01%
15,799
-8,201
152
$1.27M 0.01%
16,696
-4,803
153
$1.27M 0.01%
24,369
-1,701
154
$1.26M 0.01%
17,428
+648
155
$1.23M 0.01%
21,898
-320
156
$1.22M 0.01%
23,422
+3,100
157
$1.21M 0.01%
715
158
$1.16M 0.01%
8,440
+700
159
$1.15M 0.01%
24,060
-1,101
160
$1.15M 0.01%
17,300
161
$1.14M 0.01%
17,130
-70
162
$1.13M 0.01%
10,903
-2,314
163
$1.11M 0.01%
59,918
+23,656
164
$1.11M 0.01%
5,327
+625
165
$1.11M 0.01%
10,727
+231
166
$1.11M 0.01%
16,000
167
$1.11M 0.01%
23,335
168
$1.09M 0.01%
13,822
+8,957
169
$1.07M 0.01%
1,900
170
$1.07M 0.01%
3,031
171
$1.05M 0.01%
19,040
+3,304
172
$1.04M 0.01%
4,868
173
$1.04M 0.01%
5,720
174
$1.04M 0.01%
11,873
-2,153
175
$1.03M 0.01%
765
+2
5 6
7
8 9