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
$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
1
$636M 7.12%
1,781,393
+302
2
$476M 5.33%
2,139,004
+31,817
3
$402M 4.51%
2,043,651
-1,046
4
$391M 4.37%
1,028,743
+19,275
5
$373M 4.18%
824,729
-16,319
6
$350M 3.92%
3,077,676
+38,600
7
$340M 3.81%
1,516,001
+13,826
8
$328M 3.68%
1,339,824
+13,604
9
$285M 3.19%
1,747,640
+15,520
10
$261M 2.92%
3,818,901
-211,325
11
$257M 2.88%
2,933,120
+14,140
12
$255M 2.86%
1,923,230
-44,030
13
$255M 2.85%
509,099
+8,357
14
$200M 2.24%
1,828,239
+3,922
15
$181M 2.03%
1,028,814
-159,764
16
$179M 2%
1,627,897
-61,191
17
$169M 1.89%
692,724
-49,965
18
$159M 1.77%
996,907
+53,124
19
$154M 1.73%
1,770,132
-14,602
20
$148M 1.65%
1,380,673
-20,570
21
$145M 1.63%
802,455
+17,433
22
$145M 1.62%
650,592
-806
23
$143M 1.61%
655,516
+1,919
24
$133M 1.49%
1,663,700
-2,710
25
$131M 1.47%
928,145
-1,001
1
2 3 4 5