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
326
$194K ﹤0.01%
+7,049
327
$192K ﹤0.01%
+1,500
328
$189K ﹤0.01%
+8,044
329
$187K ﹤0.01%
+1,982
330
$186K ﹤0.01%
+725
331
$185K ﹤0.01%
+1,907
332
$180K ﹤0.01%
+3,649
333
$180K ﹤0.01%
2,970
-1,000
334
$180K ﹤0.01%
+3,498
335
$179K ﹤0.01%
11,979
-2,953
336
$179K ﹤0.01%
+2,309
337
$173K ﹤0.01%
+2,756
338
$172K ﹤0.01%
+2,400
339
$172K ﹤0.01%
16,285
340
$168K ﹤0.01%
11,510
341
$166K ﹤0.01%
2,070
-1,873
342
$163K ﹤0.01%
+507
343
$161K ﹤0.01%
15,000
344
$161K ﹤0.01%
+1,385
345
$160K ﹤0.01%
+3,100
346
$158K ﹤0.01%
+1,500
347
$158K ﹤0.01%
+2,168
348
$158K ﹤0.01%
+500
349
$156K ﹤0.01%
+10,000
350
$155K ﹤0.01%
+2,596
12 13
14
15 16