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
$10.3B
AUM Growth
-$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$12.5M
3
+$11.6M
4
DKS icon
Dick's Sporting Goods
DKS
+$10.2M
5
VEEV icon
Veeva Systems
VEEV
+$10.1M

Top Sells

1
+$11.5M
2
+$11.3M
3
+$11M
4
TJX icon
TJX Companies
TJX
+$8.15M
5
GDDY icon
GoDaddy
GDDY
+$7.23M

Sector Composition

1 Technology 38.85%
2 Healthcare 15.75%
3 Financials 11.64%
4 Consumer Discretionary 10.93%
5 Communication Services 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$105K ﹤0.01%
2,475
327
$105K ﹤0.01%
8,000
328
$105K ﹤0.01%
1,800
329
$101K ﹤0.01%
4,000
330
$101K ﹤0.01%
1,558
-902
331
$100K ﹤0.01%
475
332
$98.8K ﹤0.01%
1,209
333
$98.7K ﹤0.01%
4,303
334
$97.6K ﹤0.01%
837
-180
335
$95.2K ﹤0.01%
1,437
336
$94.6K ﹤0.01%
285
-30
337
$92.1K ﹤0.01%
3,000
+500
338
$91.3K ﹤0.01%
1,555
339
$91.2K ﹤0.01%
1,331
340
$90.2K ﹤0.01%
1,575
-65
341
$89.8K ﹤0.01%
6,250
342
$88.3K ﹤0.01%
1,986
-1,250
343
$88.3K ﹤0.01%
6,917
344
$86.8K ﹤0.01%
4,500
345
$86.6K ﹤0.01%
1,233
346
$85.5K ﹤0.01%
1,100
347
$83.9K ﹤0.01%
7,107
348
$83.8K ﹤0.01%
3,000
349
$82.5K ﹤0.01%
985
350
$82.2K ﹤0.01%
1,931
12 13
14
15 16