LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
1-Year Return
14.72%
This Quarter Return
-2.04%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$10.3B
AUM Growth
-$1.35B
(-12%)
Cap. Flow
-$94.2M
Cap. Flow
% of AUM
-0.92%
Top 10 Holdings %
Top 10 Hldgs %
47.3%
Holding
587
New
27
Increased
58
Reduced
187
Closed
27
Top Buys
| 1 |
NVIDIA
NVDA
|
+$21.5M |
| 2 |
Synopsys
SNPS
|
+$12.5M |
| 3 |
Parker-Hannifin
PH
|
+$11.6M |
| 4 |
Dick's Sporting Goods
DKS
|
+$10.2M |
| 5 |
Veeva Systems
VEEV
|
+$10.1M |
Top Sells
| 1 |
Fiserv
FI
|
+$11.5M |
| 2 |
WEX
WEX
|
+$11.3M |
| 3 |
Mastercard
MA
|
+$11M |
| 4 |
TJX Companies
TJX
|
+$8.15M |
| 5 |
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% |
