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
$10.1B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$22.4M
3
+$20.5M
4
AMZN icon
Amazon
AMZN
+$13.8M
5
IQV icon
IQVIA
IQV
+$7.92M

Top Sells

1
+$43.3M
2
+$19M
3
+$16.5M
4
ADP icon
Automatic Data Processing
ADP
+$7.94M
5
JKHY icon
Jack Henry & Associates
JKHY
+$6.95M

Sector Composition

1 Technology 35.46%
2 Healthcare 19.25%
3 Financials 11.93%
4 Consumer Discretionary 10.44%
5 Communication Services 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$446K ﹤0.01%
6,000
-1,000
227
$445K ﹤0.01%
1,315
-285
228
$440K ﹤0.01%
2,677
229
$437K ﹤0.01%
3,803
-43
230
$434K ﹤0.01%
15,848
-417
231
$426K ﹤0.01%
5,828
232
$424K ﹤0.01%
3,937
-930
233
$412K ﹤0.01%
4,000
234
$410K ﹤0.01%
2,460
235
$408K ﹤0.01%
2,076
-30
236
$382K ﹤0.01%
2,025
-17
237
$380K ﹤0.01%
4,865
-273
238
$375K ﹤0.01%
7,135
239
$372K ﹤0.01%
1,034
240
$360K ﹤0.01%
2,128
241
$359K ﹤0.01%
6,250
242
$359K ﹤0.01%
2,181
243
$357K ﹤0.01%
4,740
244
$350K ﹤0.01%
9,925
245
$350K ﹤0.01%
2,000
246
$341K ﹤0.01%
6,582
-645
247
$337K ﹤0.01%
1,009
248
$330K ﹤0.01%
25,000
249
$329K ﹤0.01%
1,907
250
$328K ﹤0.01%
8,946
-870
8 9
10
11 12