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
201
$533K 0.01%
9,533
202
$531K 0.01%
6,215
-166
203
$526K 0.01%
3,518
-119
204
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205
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3,669
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206
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1,600
207
$488K 0.01%
676
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208
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2,230
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209
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210
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211
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212
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213
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214
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215
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216
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217
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218
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219
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220
$431K ﹤0.01%
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221
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222
$426K ﹤0.01%
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223
$425K ﹤0.01%
1,965
224
$425K ﹤0.01%
2,334
+21
225
$414K ﹤0.01%
9,303
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