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
401
$39.4K ﹤0.01%
375
402
$39K ﹤0.01%
930
403
$38.8K ﹤0.01%
450
404
$38.7K ﹤0.01%
666
405
$37.8K ﹤0.01%
422
-1
406
$37.1K ﹤0.01%
4,366
+466
407
$36.3K ﹤0.01%
1,225
408
$36.1K ﹤0.01%
1,102
409
$34.3K ﹤0.01%
500
410
$34.1K ﹤0.01%
135
411
$31.4K ﹤0.01%
1,013
412
$30.6K ﹤0.01%
1,492
413
$30.5K ﹤0.01%
67
414
$29.9K ﹤0.01%
355
415
$29.5K ﹤0.01%
100
416
$29.2K ﹤0.01%
412
-97
417
$29.1K ﹤0.01%
240
418
$29K ﹤0.01%
494
419
$28.7K ﹤0.01%
332
-83
420
$28.3K ﹤0.01%
935
421
$28.1K ﹤0.01%
760
422
$27.8K ﹤0.01%
900
423
$27.8K ﹤0.01%
3,010
424
$27.7K ﹤0.01%
3,549
425
$27.5K ﹤0.01%
151
15 16
17
18 19