LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
1-Year Return
14.72%
This Quarter Return
+8.27%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$9.36B
AUM Growth
+$632M
(+7.2%)
Cap. Flow
-$5.76M
Cap. Flow
% of AUM
-0.06%
Top 10 Holdings %
Top 10 Hldgs %
45.21%
Holding
680
New
80
Increased
120
Reduced
161
Closed
49
Top Buys
| 1 |
Parker-Hannifin
PH
|
+$19.3M |
| 2 |
WEX
WEX
|
+$16.4M |
| 3 |
EOG Resources
EOG
|
+$8.53M |
| 4 |
ASML
ASML
|
+$7.71M |
| 5 |
Paycom
PAYC
|
+$6.68M |
Top Sells
| 1 |
IQVIA
IQV
|
+$15.8M |
| 2 |
Stryker
SYK
|
+$10.4M |
| 3 |
Salesforce
CRM
|
+$9.27M |
| 4 |
Microsoft
MSFT
|
+$8.28M |
| 5 |
Walt Disney
DIS
|
+$7.64M |
Sector Composition
| 1 | Technology | 37.6% |
| 2 | Healthcare | 18.75% |
| 3 | Financials | 10.69% |
| 4 | Consumer Discretionary | 10.29% |
| 5 | Communication Services | 6.41% |
