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
351
$137K ﹤0.01%
1,570
-29
352
$131K ﹤0.01%
2,254
-72
353
$130K ﹤0.01%
2,127
354
$129K ﹤0.01%
1,479
-104
355
$129K ﹤0.01%
2,500
-600
356
$128K ﹤0.01%
625
-317
357
$128K ﹤0.01%
500
358
$128K ﹤0.01%
850
+800
359
$128K ﹤0.01%
6,187
+5,532
360
$128K ﹤0.01%
+1,258
361
$127K ﹤0.01%
1,000
-35
362
$127K ﹤0.01%
856
-1,664
363
$125K ﹤0.01%
2,072
364
$125K ﹤0.01%
840
-37
365
$123K ﹤0.01%
3,600
366
$123K ﹤0.01%
627
-10
367
$123K ﹤0.01%
3,120
368
$122K ﹤0.01%
3,255
369
$121K ﹤0.01%
8,800
370
$120K ﹤0.01%
7,950
371
$120K ﹤0.01%
3,266
-48
372
$118K ﹤0.01%
2,455
373
$117K ﹤0.01%
5,385
374
$117K ﹤0.01%
1,520
-31
375
$112K ﹤0.01%
1,795
13 14
15
16 17