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
251
$327K ﹤0.01%
2,675
252
$321K ﹤0.01%
1,464
-37
253
$319K ﹤0.01%
3,000
254
$312K ﹤0.01%
3,265
255
$306K ﹤0.01%
3,828
256
$302K ﹤0.01%
1,965
257
$300K ﹤0.01%
3,730
-1,063
258
$299K ﹤0.01%
3,325
-132
259
$299K ﹤0.01%
5,962
260
$298K ﹤0.01%
1,365
261
$291K ﹤0.01%
7,185
262
$289K ﹤0.01%
1,449
-37
263
$288K ﹤0.01%
16,966
264
$284K ﹤0.01%
1,000
-12
265
$283K ﹤0.01%
989
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266
$276K ﹤0.01%
6,113
-4,737
267
$272K ﹤0.01%
1,988
-28
268
$271K ﹤0.01%
3,298
-122
269
$270K ﹤0.01%
5,175
-3,814
270
$268K ﹤0.01%
895
271
$267K ﹤0.01%
3,330
-74
272
$266K ﹤0.01%
7,911
-502
273
$263K ﹤0.01%
9,630
274
$262K ﹤0.01%
3,848
275
$261K ﹤0.01%
7,966
-10,303
9 10
11
12 13