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
251
$383K ﹤0.01%
7,135
+485
252
$376K ﹤0.01%
1,034
-70
253
$362K ﹤0.01%
4,740
254
$351K ﹤0.01%
7,227
-900
255
$349K ﹤0.01%
3,404
-12
256
$346K ﹤0.01%
2,042
-5
257
$338K ﹤0.01%
25,000
258
$336K ﹤0.01%
9,816
-912
259
$331K ﹤0.01%
+1,907
260
$328K ﹤0.01%
2,128
-21
261
$324K ﹤0.01%
2,000
262
$322K ﹤0.01%
3,000
-3,236
263
$320K ﹤0.01%
2,470
+134
264
$319K ﹤0.01%
1,009
+1
265
$313K ﹤0.01%
1,470
266
$308K ﹤0.01%
1,365
-75
267
$308K ﹤0.01%
2,675
-250
268
$299K ﹤0.01%
16,966
269
$299K ﹤0.01%
5,962
270
$296K ﹤0.01%
4,900
271
$296K ﹤0.01%
3,265
272
$295K ﹤0.01%
+3,274
273
$288K ﹤0.01%
13,255
+2,253
274
$287K ﹤0.01%
2,490
275
$284K ﹤0.01%
1,486
-124
9 10
11
12 13