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
376
$122K ﹤0.01%
+2,455
377
$121K ﹤0.01%
+2,072
378
$120K ﹤0.01%
+5,000
379
$120K ﹤0.01%
+7,000
380
$120K ﹤0.01%
+637
381
$119K ﹤0.01%
+3,255
382
$119K ﹤0.01%
+3,314
383
$118K ﹤0.01%
+313
384
$114K ﹤0.01%
+1,157
385
$113K ﹤0.01%
+8,000
386
$112K ﹤0.01%
+596
387
$112K ﹤0.01%
+1,551
388
$110K ﹤0.01%
+1,733
389
$110K ﹤0.01%
+2,223
390
$110K ﹤0.01%
+3,989
391
$108K ﹤0.01%
+282
392
$107K ﹤0.01%
+2,342
393
$105K ﹤0.01%
+700
394
$104K ﹤0.01%
+1,404
395
$104K ﹤0.01%
667
-2,851
396
$103K ﹤0.01%
+487
397
$100K ﹤0.01%
+3,410
398
$99K ﹤0.01%
+847
399
$98K ﹤0.01%
+858
400
$98K ﹤0.01%
+2,099
14 15
16
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