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
$10.3B
AUM Growth
-$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$12.5M
3
+$11.6M
4
DKS icon
Dick's Sporting Goods
DKS
+$10.2M
5
VEEV icon
Veeva Systems
VEEV
+$10.1M

Top Sells

1
+$11.5M
2
+$11.3M
3
+$11M
4
TJX icon
TJX Companies
TJX
+$8.15M
5
GDDY icon
GoDaddy
GDDY
+$7.23M

Sector Composition

1 Technology 38.85%
2 Healthcare 15.75%
3 Financials 11.64%
4 Consumer Discretionary 10.93%
5 Communication Services 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$57.8K ﹤0.01%
877
+804
377
$55.4K ﹤0.01%
499
-709
378
$55K ﹤0.01%
1,595
379
$53.2K ﹤0.01%
200
380
$52.1K ﹤0.01%
443
-50
381
$51K ﹤0.01%
1,653
382
$49.1K ﹤0.01%
1,004
383
$48.3K ﹤0.01%
2,000
384
$46.9K ﹤0.01%
225
385
$45.3K ﹤0.01%
69
386
$43.5K ﹤0.01%
165
387
$43.4K ﹤0.01%
463
388
$43.1K ﹤0.01%
1,310
389
$42.4K ﹤0.01%
5,949
390
$42.3K ﹤0.01%
837
391
$41.7K ﹤0.01%
2,696
-145
392
$41.4K ﹤0.01%
620
393
$40.5K ﹤0.01%
2,050
394
$40.3K ﹤0.01%
937
-113
395
$40.3K ﹤0.01%
695
-30
396
$40.1K ﹤0.01%
350
397
$39.8K ﹤0.01%
400
398
$39.6K ﹤0.01%
1,527
399
$39.5K ﹤0.01%
500
400
$39.5K ﹤0.01%
130
14 15
16
17 18