LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
1-Year Return
14.72%
This Quarter Return
+6.3%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$11.2B
AUM Growth
+$342M
(+3.2%)
Cap. Flow
+$104M
Cap. Flow
% of AUM
0.93%
Top 10 Holdings %
Top 10 Hldgs %
46.03%
Holding
602
New
51
Increased
94
Reduced
180
Closed
31
Top Buys
| 1 |
Synopsys
SNPS
|
+$42.3M |
| 2 |
Veeva Systems
VEEV
|
+$24.7M |
| 3 |
Amazon
AMZN
|
+$21.3M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$15.2M |
| 5 |
Microsoft
MSFT
|
+$13.9M |
Top Sells
| 1 |
Salesforce
CRM
|
+$36.1M |
| 2 |
Broadcom
AVGO
|
+$34.1M |
| 3 |
Paycom
PAYC
|
+$14.3M |
| 4 |
Fiserv
FI
|
+$8.33M |
| 5 |
Stryker
SYK
|
+$5.59M |
Sector Composition
| 1 | Technology | 39.27% |
| 2 | Healthcare | 16.48% |
| 3 | Financials | 10.49% |
| 4 | Consumer Discretionary | 10.48% |
| 5 | Communication Services | 7.35% |
