LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
1-Year Return
14.72%
This Quarter Return
-8.57%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$9.75B
AUM Growth
-$1.16B
(-11%)
Cap. Flow
-$53.2M
Cap. Flow
% of AUM
-0.55%
Top 10 Holdings %
Top 10 Hldgs %
44.55%
Holding
745
New
17
Increased
105
Reduced
196
Closed
101
Top Buys
| 1 |
Align Technology
ALGN
|
+$19.8M |
| 2 |
Amazon
AMZN
|
+$16.5M |
| 3 |
Generac Holdings
GNRC
|
+$11.2M |
| 4 |
PayPal
PYPL
|
+$9.03M |
| 5 |
WEX
WEX
|
+$4.66M |
Top Sells
| 1 |
Apple
AAPL
|
+$14.8M |
| 2 |
Intuit
INTU
|
+$11.9M |
| 3 |
TJX Companies
TJX
|
+$9.98M |
| 4 |
Ecolab
ECL
|
+$9.69M |
| 5 |
HDFC Bank
HDB
|
+$9.12M |
Sector Composition
| 1 | Technology | 34.19% |
| 2 | Healthcare | 19.81% |
| 3 | Financials | 11.39% |
| 4 | Consumer Discretionary | 10.23% |
| 5 | Communication Services | 7.95% |
