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
376
$108K ﹤0.01%
2,342
377
$108K ﹤0.01%
313
378
$107K ﹤0.01%
3,000
379
$106K ﹤0.01%
4,680
380
$106K ﹤0.01%
700
381
$105K ﹤0.01%
8,000
382
$104K ﹤0.01%
870
383
$104K ﹤0.01%
5,000
384
$100K ﹤0.01%
1,107
-50
385
$99K ﹤0.01%
543
386
$99K ﹤0.01%
1,819
-1,597
387
$98K ﹤0.01%
6,352
-648
388
$97K ﹤0.01%
5,573
389
$96K ﹤0.01%
4,450
-3,840
390
$96K ﹤0.01%
3,930
+520
391
$95K ﹤0.01%
800
+772
392
$95K ﹤0.01%
1,574
+258
393
$95K ﹤0.01%
667
394
$95K ﹤0.01%
2,223
395
$94K ﹤0.01%
705
396
$93K ﹤0.01%
6,554
+855
397
$92K ﹤0.01%
1,423
-310
398
$91K ﹤0.01%
1,300
+400
399
$91K ﹤0.01%
3,093
400
$91K ﹤0.01%
3,500
-139
14 15
16
17 18