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
276
$258K ﹤0.01%
5,105
277
$258K ﹤0.01%
1,065
+25
278
$256K ﹤0.01%
2,259
279
$254K ﹤0.01%
4,900
280
$254K ﹤0.01%
2,184
+1,559
281
$252K ﹤0.01%
+2,625
282
$247K ﹤0.01%
2,200
283
$247K ﹤0.01%
2,175
284
$247K ﹤0.01%
3,274
285
$246K ﹤0.01%
+13,005
286
$243K ﹤0.01%
1,452
287
$240K ﹤0.01%
3,441
288
$239K ﹤0.01%
6,473
289
$237K ﹤0.01%
1,403
-25
290
$236K ﹤0.01%
1,970
-500
291
$231K ﹤0.01%
3,012
-404
292
$228K ﹤0.01%
+2,200
293
$226K ﹤0.01%
3,041
294
$222K ﹤0.01%
4,625
295
$222K ﹤0.01%
15,536
296
$220K ﹤0.01%
10,000
297
$217K ﹤0.01%
701
+70
298
$216K ﹤0.01%
1,907
299
$216K ﹤0.01%
9,760
-810
300
$214K ﹤0.01%
893
10 11
12
13 14