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
$9.87B
AUM Growth
+$834M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
959
New
Increased
Reduced
Closed

Top Buys

1
+$40.7M
2
+$38.3M
3
+$32.9M
4
NOW icon
ServiceNow
NOW
+$23.9M
5
IQV icon
IQVIA
IQV
+$10.6M

Top Sells

1
+$58.8M
2
+$28.7M
3
+$13.9M
4
TJX icon
TJX Companies
TJX
+$13.6M
5
PAYC icon
Paycom
PAYC
+$12.2M

Sector Composition

1 Technology 34.28%
2 Healthcare 18.59%
3 Financials 12.46%
4 Consumer Discretionary 10.94%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$482K ﹤0.01%
8,989
227
$481K ﹤0.01%
1,647
+10
228
$479K ﹤0.01%
3,539
+95
229
$476K ﹤0.01%
+1,583
230
$467K ﹤0.01%
3,896
231
$462K ﹤0.01%
5,637
-120
232
$459K ﹤0.01%
2,573
+806
233
$457K ﹤0.01%
+3,846
234
$448K ﹤0.01%
1,501
-17
235
$443K ﹤0.01%
2,677
236
$437K ﹤0.01%
+1,858
237
$436K ﹤0.01%
+7,901
238
$429K ﹤0.01%
5,828
-127
239
$428K ﹤0.01%
419
-65
240
$421K ﹤0.01%
4,000
241
$418K ﹤0.01%
+2,181
242
$417K ﹤0.01%
2,106
+798
243
$405K ﹤0.01%
5,138
-3,678
244
$401K ﹤0.01%
1,965
245
$400K ﹤0.01%
1,095
246
$400K ﹤0.01%
2,460
247
$397K ﹤0.01%
12,800
-150
248
$397K ﹤0.01%
6,250
-725
249
$390K ﹤0.01%
9,925
-1,081
250
$386K ﹤0.01%
+4,793
8 9
10
11 12