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
251
$244K ﹤0.01%
2,071
252
$242K ﹤0.01%
566
253
$241K ﹤0.01%
2,646
254
$241K ﹤0.01%
2,175
255
$221K ﹤0.01%
2,065
256
$216K ﹤0.01%
710
-15
257
$214K ﹤0.01%
2,525
258
$213K ﹤0.01%
8,657
-2,000
259
$211K ﹤0.01%
1,335
-45
260
$211K ﹤0.01%
6,000
261
$211K ﹤0.01%
5,300
-40
262
$210K ﹤0.01%
5,000
263
$207K ﹤0.01%
7,000
264
$207K ﹤0.01%
10,000
265
$206K ﹤0.01%
2,292
-539
266
$203K ﹤0.01%
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267
$201K ﹤0.01%
8,000
268
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2,561
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269
$200K ﹤0.01%
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270
$199K ﹤0.01%
2,725
271
$199K ﹤0.01%
515
272
$198K ﹤0.01%
970
273
$196K ﹤0.01%
936
-22
274
$191K ﹤0.01%
1,155
275
$189K ﹤0.01%
12,000
9 10
11
12 13