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
401
$90K ﹤0.01%
22,542
402
$89K ﹤0.01%
220
-875
403
$88K ﹤0.01%
3,989
404
$88K ﹤0.01%
2,099
405
$86K ﹤0.01%
445
-42
406
$86K ﹤0.01%
3,750
407
$84K ﹤0.01%
2,506
-36,554
408
$84K ﹤0.01%
2,666
409
$84K ﹤0.01%
1,185
410
$83K ﹤0.01%
1,061
411
$83K ﹤0.01%
1,520
412
$80K ﹤0.01%
2,737
+50
413
$78K ﹤0.01%
583
+202
414
$78K ﹤0.01%
1,822
415
$78K ﹤0.01%
1,500
416
$77K ﹤0.01%
1,456
417
$77K ﹤0.01%
1,898
-495
418
$77K ﹤0.01%
1,325
-44
419
$76K ﹤0.01%
200
-40
420
$73K ﹤0.01%
380
-1,090
421
$73K ﹤0.01%
5,382
-100
422
$72K ﹤0.01%
1,075
423
$72K ﹤0.01%
672
-175
424
$72K ﹤0.01%
2,000
425
$71K ﹤0.01%
317
+20
15 16
17
18 19