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
1
$706M 6.47%
2,099,073
-18,249
2
$654M 6%
1,017,291
-15,756
3
$612M 5.61%
1,704,255
+4,575
4
$588M 5.39%
2,014,284
-12,890
5
$443M 4.06%
1,513,565
+5,132
6
$433M 3.97%
2,986,920
+11,860
7
$364M 3.33%
1,360,342
+16,632
8
$331M 3.04%
496,310
+15,855
9
$324M 2.97%
1,826,099
-20,029
10
$322M 2.95%
1,933,100
+39,980
11
$318M 2.92%
3,068,528
-40,168
12
$316M 2.89%
556,416
+3,437
13
$299M 2.74%
720,886
-10,049
14
$258M 2.36%
1,832,556
-1,013
15
$235M 2.16%
1,032,034
+7,749
16
$232M 2.13%
358,014
+10,230
17
$223M 2.05%
2,943,313
-229,699
18
$189M 1.73%
1,001,506
+151,080
19
$181M 1.66%
732,262
-33,771
20
$179M 1.64%
1,453,257
-4,809
21
$178M 1.63%
1,069,721
+105,612
22
$174M 1.59%
683,725
+4,601
23
$166M 1.52%
1,617,779
-41,153
24
$164M 1.5%
1,399,919
+6,804
25
$149M 1.36%
442,467
-1,326
1
2 3 4 5