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
326
$178K ﹤0.01%
10,000
327
$177K ﹤0.01%
3,498
328
$177K ﹤0.01%
1,982
329
$176K ﹤0.01%
7,000
330
$176K ﹤0.01%
16,000
-285
331
$174K ﹤0.01%
2,400
332
$172K ﹤0.01%
5,773
+4,026
333
$170K ﹤0.01%
2,309
334
$169K ﹤0.01%
2,070
335
$163K ﹤0.01%
3,315
+2,755
336
$158K ﹤0.01%
11,093
-417
337
$156K ﹤0.01%
1,200
-300
338
$155K ﹤0.01%
1,370
-15
339
$154K ﹤0.01%
4,340
-44
340
$153K ﹤0.01%
2,596
341
$148K ﹤0.01%
204
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342
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3,000
343
$146K ﹤0.01%
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344
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4,151
345
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1,962
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346
$142K ﹤0.01%
500
-7
347
$142K ﹤0.01%
4,000
348
$142K ﹤0.01%
3,105
349
$140K ﹤0.01%
868
350
$139K ﹤0.01%
3,101
12 13
14
15 16