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
276
$183K ﹤0.01%
50
-22
277
$181K ﹤0.01%
700
278
$176K ﹤0.01%
+6,060
279
$175K ﹤0.01%
5,000
280
$175K ﹤0.01%
1,780
281
$174K ﹤0.01%
5,000
282
$172K ﹤0.01%
17,545
-2,270
283
$171K ﹤0.01%
6,473
284
$169K ﹤0.01%
3,165
285
$168K ﹤0.01%
500
286
$166K ﹤0.01%
2,166
287
$166K ﹤0.01%
1,400
288
$159K ﹤0.01%
4,680
289
$158K ﹤0.01%
2,676
290
$158K ﹤0.01%
3,500
-3,600
291
$155K ﹤0.01%
563
292
$155K ﹤0.01%
3,600
293
$154K ﹤0.01%
5,000
294
$154K ﹤0.01%
1,695
295
$153K ﹤0.01%
575
296
$152K ﹤0.01%
781
-19
297
$151K ﹤0.01%
6,000
298
$150K ﹤0.01%
2,795
+355
299
$149K ﹤0.01%
2,237
300
$148K ﹤0.01%
2,005
+1,335
10 11
12
13 14