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
426
$70K ﹤0.01%
858
-125
427
$70K ﹤0.01%
1,650
-110
428
$70K ﹤0.01%
291
429
$69K ﹤0.01%
1,931
430
$69K ﹤0.01%
1,182
-53
431
$68K ﹤0.01%
658
432
$68K ﹤0.01%
570
-288
433
$67K ﹤0.01%
750
434
$66K ﹤0.01%
6,500
435
$65K ﹤0.01%
101
-9
436
$64K ﹤0.01%
1,096
-585
437
$64K ﹤0.01%
795
438
$63K ﹤0.01%
600
439
$62K ﹤0.01%
300
-2,273
440
$62K ﹤0.01%
860
-67
441
$62K ﹤0.01%
1,437
442
$60K ﹤0.01%
154
-8
443
$60K ﹤0.01%
1,600
444
$59K ﹤0.01%
4,311
445
$58K ﹤0.01%
1,900
-116
446
$58K ﹤0.01%
450
447
$58K ﹤0.01%
4,317
448
$58K ﹤0.01%
1,089
449
$57K ﹤0.01%
1,100
-142
450
$57K ﹤0.01%
315
-25
16 17
18
19 20