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
201
$647K 0.01%
3,879
+30
202
$643K 0.01%
4,030
-82
203
$632K 0.01%
3,350
204
$627K 0.01%
18,266
-289
205
$625K 0.01%
3,657
+980
206
$622K 0.01%
2,709
207
$622K 0.01%
4,773
+295
208
$617K 0.01%
3,273
-4
209
$615K 0.01%
5,700
-1,000
210
$611K 0.01%
6,950
211
$607K 0.01%
2,157
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212
$607K 0.01%
5,302
213
$597K 0.01%
15,848
214
$593K 0.01%
1,583
215
$584K 0.01%
4,089
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216
$581K 0.01%
2,316
217
$565K 0.01%
9,533
218
$529K ﹤0.01%
4,594
219
$527K ﹤0.01%
+17,938
220
$526K ﹤0.01%
12,880
221
$524K ﹤0.01%
1,990
222
$520K ﹤0.01%
3,803
223
$510K ﹤0.01%
2,008
-23
224
$510K ﹤0.01%
8,325
225
$510K ﹤0.01%
2,932
-368
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9
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