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
401
$97K ﹤0.01%
+3,639
402
$96K ﹤0.01%
+3,000
403
$96K ﹤0.01%
+705
404
$96K ﹤0.01%
+5,573
405
$95K ﹤0.01%
+543
406
$94K ﹤0.01%
+2,687
407
$94K ﹤0.01%
+5,385
408
$93K ﹤0.01%
+1,681
409
$93K ﹤0.01%
+1,185
410
$92K ﹤0.01%
+2,393
411
$92K ﹤0.01%
+1,715
412
$91K ﹤0.01%
+240
413
$90K ﹤0.01%
+1,520
414
$87K ﹤0.01%
+870
415
$87K ﹤0.01%
+1,369
416
$85K ﹤0.01%
+5,699
417
$85K ﹤0.01%
+2,666
418
$84K ﹤0.01%
+1,061
419
$84K ﹤0.01%
+3,093
420
$84K ﹤0.01%
+773
421
$83K ﹤0.01%
+983
422
$83K ﹤0.01%
+6,500
423
$82K ﹤0.01%
22,542
424
$82K ﹤0.01%
+297
425
$82K ﹤0.01%
+3,555
15 16
17
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