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
301
$214K ﹤0.01%
2,246
302
$213K ﹤0.01%
2,490
303
$212K ﹤0.01%
1,650
304
$208K ﹤0.01%
2,958
-268
305
$206K ﹤0.01%
2,559
-252
306
$204K ﹤0.01%
3,586
307
$204K ﹤0.01%
1,510
308
$203K ﹤0.01%
7,049
309
$203K ﹤0.01%
921
310
$201K ﹤0.01%
8,044
311
$198K ﹤0.01%
419
312
$197K ﹤0.01%
383
-3
313
$195K ﹤0.01%
383
-36
314
$194K ﹤0.01%
1,200
315
$191K ﹤0.01%
489
+11
316
$187K ﹤0.01%
2,868
317
$185K ﹤0.01%
725
318
$184K ﹤0.01%
3,649
319
$184K ﹤0.01%
2,970
320
$183K ﹤0.01%
11,979
321
$182K ﹤0.01%
2,653
-103
322
$181K ﹤0.01%
15,000
323
$181K ﹤0.01%
2,584
-363
324
$180K ﹤0.01%
936
325
$179K ﹤0.01%
6,050
-250
11 12
13
14 15