LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
1-Year Return
14.72%
This Quarter Return
+1.39%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$4.49B
AUM Growth
+$113M
(+2.6%)
Cap. Flow
+$72.9M
Cap. Flow
% of AUM
1.62%
Top 10 Holdings %
Top 10 Hldgs %
35.01%
Holding
644
New
28
Increased
86
Reduced
146
Closed
38
Top Buys
| 1 |
Paycom
PAYC
|
+$21.2M |
| 2 |
Meta Platforms (Facebook)
META
|
+$16.4M |
| 3 |
American Tower
AMT
|
+$10.3M |
| 4 |
Danaher
DHR
|
+$8.72M |
| 5 |
Starbucks
SBUX
|
+$8.08M |
Top Sells
| 1 |
Novo Nordisk
NVO
|
+$10.3M |
| 2 |
PX
Praxair Inc
PX
|
+$8.64M |
| 3 |
Idexx Laboratories
IDXX
|
+$5.07M |
| 4 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$3.48M |
| 5 |
Fiserv
FI
|
+$2.45M |
Sector Composition
| 1 | Technology | 23.07% |
| 2 | Healthcare | 17.68% |
| 3 | Consumer Staples | 12.48% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 9.89% |
