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
$9.87B
AUM Growth
+$834M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
959
New
Increased
Reduced
Closed

Top Buys

1
+$40.7M
2
+$38.3M
3
+$32.9M
4
NOW icon
ServiceNow
NOW
+$23.9M
5
IQV icon
IQVIA
IQV
+$10.6M

Top Sells

1
+$58.8M
2
+$28.7M
3
+$13.9M
4
TJX icon
TJX Companies
TJX
+$13.6M
5
PAYC icon
Paycom
PAYC
+$12.2M

Sector Composition

1 Technology 34.28%
2 Healthcare 18.59%
3 Financials 12.46%
4 Consumer Discretionary 10.94%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$227K ﹤0.01%
2,175
-2,850
302
$222K ﹤0.01%
15,536
303
$221K ﹤0.01%
2,868
+18
304
$218K ﹤0.01%
893
305
$217K ﹤0.01%
3,416
-154
306
$215K ﹤0.01%
+2,016
307
$215K ﹤0.01%
10,000
308
$215K ﹤0.01%
+1,040
309
$214K ﹤0.01%
+942
310
$212K ﹤0.01%
+7,000
311
$211K ﹤0.01%
3,041
-206
312
$209K ﹤0.01%
4,625
313
$208K ﹤0.01%
+1,510
314
$206K ﹤0.01%
+10,570
315
$204K ﹤0.01%
936
316
$204K ﹤0.01%
+3,150
317
$204K ﹤0.01%
+3,586
318
$204K ﹤0.01%
+386
319
$200K ﹤0.01%
+8,290
320
$199K ﹤0.01%
+1,500
321
$199K ﹤0.01%
+921
322
$198K ﹤0.01%
+2,811
323
$198K ﹤0.01%
+1,200
324
$198K ﹤0.01%
631
-769
325
$197K ﹤0.01%
+6,300
11 12
13
14 15