LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
1-Year Return
14.72%
This Quarter Return
+10.81%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$7.97B
AUM Growth
+$718M
(+9.9%)
Cap. Flow
+$34M
Cap. Flow
% of AUM
0.43%
Top 10 Holdings %
Top 10 Hldgs %
43.9%
Holding
622
New
27
Increased
85
Reduced
155
Closed
26
Top Buys
| 1 |
ServiceNow
NOW
|
+$71.2M |
| 2 |
Edwards Lifesciences
EW
|
+$25.4M |
| 3 |
Costco
COST
|
+$24.5M |
| 4 |
Fiserv
FI
|
+$17.5M |
| 5 |
Dollar General
DG
|
+$5.09M |
Top Sells
| 1 |
WEX
WEX
|
+$15M |
| 2 |
TJX Companies
TJX
|
+$13M |
| 3 |
Mastercard
MA
|
+$12.9M |
| 4 |
Canadian National Railway
CNI
|
+$11.3M |
| 5 |
Automatic Data Processing
ADP
|
+$11.2M |
Sector Composition
| 1 | Technology | 34.08% |
| 2 | Healthcare | 18.47% |
| 3 | Consumer Discretionary | 11.54% |
| 4 | Financials | 11.44% |
| 5 | Communication Services | 6.6% |
