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
$10.3B
AUM Growth
-$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$12.5M
3
+$11.6M
4
DKS icon
Dick's Sporting Goods
DKS
+$10.2M
5
VEEV icon
Veeva Systems
VEEV
+$10.1M

Top Sells

1
+$11.5M
2
+$11.3M
3
+$11M
4
TJX icon
TJX Companies
TJX
+$8.15M
5
GDDY icon
GoDaddy
GDDY
+$7.23M

Sector Composition

1 Technology 38.85%
2 Healthcare 15.75%
3 Financials 11.64%
4 Consumer Discretionary 10.93%
5 Communication Services 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$381K ﹤0.01%
2,122
-150
227
$371K ﹤0.01%
1,533
228
$369K ﹤0.01%
3,587
+300
229
$368K ﹤0.01%
5,105
230
$360K ﹤0.01%
3,700
-900
231
$349K ﹤0.01%
2,665
232
$342K ﹤0.01%
694
233
$337K ﹤0.01%
7,883
+299
234
$329K ﹤0.01%
11,520
+1,388
235
$326K ﹤0.01%
1,428
236
$323K ﹤0.01%
7,050
-339
237
$318K ﹤0.01%
1,697
-820
238
$315K ﹤0.01%
835
-28
239
$310K ﹤0.01%
2,119
240
$298K ﹤0.01%
4,384
-42
241
$285K ﹤0.01%
1,072
+40
242
$271K ﹤0.01%
2,259
243
$270K ﹤0.01%
550
244
$269K ﹤0.01%
2,010
-100
245
$264K ﹤0.01%
2,350
246
$255K ﹤0.01%
1,686
-20
247
$254K ﹤0.01%
1,030
248
$254K ﹤0.01%
1,205
249
$247K ﹤0.01%
990
250
$247K ﹤0.01%
1,140
-100
8 9
10
11 12