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
$8.08B
AUM Growth
+$393M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$2.77M
3
+$2.74M
4
ASML icon
ASML
ASML
+$2.44M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.02M

Top Sells

1
+$19.4M
2
+$15.4M
3
+$11.2M
4
PYPL icon
PayPal
PYPL
+$9.84M
5
NOW icon
ServiceNow
NOW
+$9.5M

Sector Composition

1 Technology 33.68%
2 Healthcare 21.34%
3 Financials 11.54%
4 Consumer Discretionary 10.52%
5 Consumer Staples 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$579M 7.17%
1,666,392
-11,031
2
$491M 6.07%
2,047,058
-21,656
3
$459M 5.68%
1,951,271
-16,447
4
$385M 4.76%
989,062
-1,430
5
$330M 4.09%
1,351,148
-8,601
6
$315M 3.9%
1,486,610
-10,546
7
$304M 3.76%
3,010,429
+27,067
8
$286M 3.54%
519,094
+3,675
9
$270M 3.34%
3,058,615
+16,917
10
$218M 2.7%
1,677,547
-20,682
11
$217M 2.68%
2,720,681
-8,199
12
$216M 2.68%
697,517
-9,680
13
$196M 2.43%
1,787,334
-11,161
14
$194M 2.4%
576,879
+8,221
15
$177M 2.19%
1,364,601
-13,263
16
$176M 2.18%
1,482,755
+952
17
$174M 2.16%
2,075,010
+3,788
18
$165M 2.05%
1,046,592
-5,131
19
$164M 2.03%
686,564
-5,000
20
$134M 1.66%
645,125
-132
21
$128M 1.59%
329,897
-24,465
22
$120M 1.49%
1,027,983
-60,263
23
$120M 1.48%
1,487,182
-13,207
24
$113M 1.4%
247,301
-226
25
$109M 1.35%
252,959
-270
1
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