LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
1-Year Return
14.72%
This Quarter Return
+1.22%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$11.6B
AUM Growth
+$425M
(+3.8%)
Cap. Flow
-$87.2M
Cap. Flow
% of AUM
-0.75%
Top 10 Holdings %
Top 10 Hldgs %
47.18%
Holding
586
New
15
Increased
41
Reduced
217
Closed
26
Top Buys
| 1 |
Veeva Systems
VEEV
|
+$10M |
| 2 |
Synopsys
SNPS
|
+$7.79M |
| 3 |
NVIDIA
NVDA
|
+$7.55M |
| 4 |
Novo Nordisk
NVO
|
+$7.14M |
| 5 |
Dick's Sporting Goods
DKS
|
+$3.83M |
Top Sells
| 1 |
Mastercard
MA
|
+$10M |
| 2 |
Cigna
CI
|
+$9.76M |
| 3 |
Fiserv
FI
|
+$7.3M |
| 4 |
Microsoft
MSFT
|
+$6.42M |
| 5 |
EOG Resources
EOG
|
+$5.74M |
Sector Composition
| 1 | Technology | 38.56% |
| 2 | Healthcare | 16.29% |
| 3 | Consumer Discretionary | 11.3% |
| 4 | Financials | 10.86% |
| 5 | Communication Services | 8.03% |
