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
351
$80.1K ﹤0.01%
1,910
352
$76.6K ﹤0.01%
656
-75
353
$76.1K ﹤0.01%
3,000
354
$75.7K ﹤0.01%
749
355
$74.7K ﹤0.01%
1,405
-70
356
$73.1K ﹤0.01%
500
357
$72.6K ﹤0.01%
700
-265
358
$71.4K ﹤0.01%
151
359
$70.6K ﹤0.01%
4,597
360
$70.3K ﹤0.01%
950
361
$70.3K ﹤0.01%
960
-95
362
$69.1K ﹤0.01%
1,118
+400
363
$66.2K ﹤0.01%
1,271
364
$66.1K ﹤0.01%
3,145
-1,367
365
$66K ﹤0.01%
550
366
$65.7K ﹤0.01%
900
367
$63.6K ﹤0.01%
1,100
368
$63.6K ﹤0.01%
1,350
369
$63.2K ﹤0.01%
350
370
$61.8K ﹤0.01%
380
371
$61K ﹤0.01%
600
372
$59.5K ﹤0.01%
812
373
$59.2K ﹤0.01%
400
374
$58.5K ﹤0.01%
750
+100
375
$58.4K ﹤0.01%
896
13 14
15
16 17