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
426
$81K ﹤0.01%
+1,500
427
$79K ﹤0.01%
+1,316
428
$79K ﹤0.01%
+2,000
429
$78K ﹤0.01%
+4,680
430
$78K ﹤0.01%
+5,482
431
$78K ﹤0.01%
+795
432
$77K ﹤0.01%
+1,822
433
$76K ﹤0.01%
+1,760
434
$75K ﹤0.01%
+3,750
435
$75K ﹤0.01%
+1,075
436
$74K ﹤0.01%
+1,456
437
$74K ﹤0.01%
+927
438
$72K ﹤0.01%
+1,931
439
$72K ﹤0.01%
+162
440
$71K ﹤0.01%
+750
441
$71K ﹤0.01%
1,449
442
$71K ﹤0.01%
+183
443
$69K ﹤0.01%
+291
444
$69K ﹤0.01%
+1,235
445
$69K ﹤0.01%
+340
446
$65K ﹤0.01%
+2,016
447
$65K ﹤0.01%
+700
448
$64K ﹤0.01%
+1,242
449
$63K ﹤0.01%
+3,911
450
$62K ﹤0.01%
+658
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