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
351
$155K ﹤0.01%
+3,101
352
$154K ﹤0.01%
+214
353
$154K ﹤0.01%
+2,326
354
$154K ﹤0.01%
+6,900
355
$152K ﹤0.01%
+3,105
356
$151K ﹤0.01%
+419
357
$150K ﹤0.01%
+1,599
358
$149K ﹤0.01%
+3,000
359
$142K ﹤0.01%
+868
360
$142K ﹤0.01%
+4,151
361
$141K ﹤0.01%
+1,344
362
$139K ﹤0.01%
2,127
-27
363
$138K ﹤0.01%
+4,000
364
$135K ﹤0.01%
+1,035
365
$128K ﹤0.01%
+4,384
366
$128K ﹤0.01%
+3,498
367
$127K ﹤0.01%
+1,795
368
$127K ﹤0.01%
+877
369
$126K ﹤0.01%
+3,930
370
$125K ﹤0.01%
+3,120
371
$124K ﹤0.01%
+7,950
372
$123K ﹤0.01%
+3,600
373
$123K ﹤0.01%
+1,583
374
$123K ﹤0.01%
+8,800
375
$123K ﹤0.01%
+478
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