LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
1-Year Return
14.72%
This Quarter Return
+24.71%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$7.25B
AUM Growth
+$1.28B
(+22%)
Cap. Flow
-$79.9M
Cap. Flow
% of AUM
-1.1%
Top 10 Holdings %
Top 10 Hldgs %
44.34%
Holding
682
New
16
Increased
70
Reduced
158
Closed
88
Top Buys
| 1 |
ServiceNow
NOW
|
+$18.3M |
| 2 |
Amazon
AMZN
|
+$15.5M |
| 3 |
Edwards Lifesciences
EW
|
+$15.3M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$12.9M |
| 5 |
Merck
MRK
|
+$12.6M |
Top Sells
| 1 |
WEX
WEX
|
+$76.6M |
| 2 |
Walt Disney
DIS
|
+$17.6M |
| 3 |
DISCA
Discovery, Inc. Series A Common Stock
DISCA
|
+$12.1M |
| 4 |
HDFC Bank
HDB
|
+$8.69M |
| 5 |
RTX Corp
RTX
|
+$7.76M |
Sector Composition
| 1 | Technology | 34.42% |
| 2 | Healthcare | 17.45% |
| 3 | Financials | 11.43% |
| 4 | Consumer Discretionary | 11.21% |
| 5 | Communication Services | 6.68% |
