LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
1-Year Return
14.72%
This Quarter Return
-3.52%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$7.69B
AUM Growth
-$448M
(-5.5%)
Cap. Flow
-$63.4M
Cap. Flow
% of AUM
-0.83%
Top 10 Holdings %
Top 10 Hldgs %
44.95%
Holding
658
New
10
Increased
46
Reduced
188
Closed
44
Top Buys
| 1 |
NVIDIA
NVDA
|
+$6.13M |
| 2 |
WEX
WEX
|
+$4.88M |
| 3 |
Align Technology
ALGN
|
+$4.82M |
| 4 |
EOG Resources
EOG
|
+$3.99M |
| 5 |
Thermo Fisher Scientific
TMO
|
+$3.95M |
Top Sells
| 1 |
Hannon Armstrong Sustainable Infrastructure Capital
HASI
|
+$20.1M |
| 2 |
Walt Disney
DIS
|
+$16M |
| 3 |
PayPal
PYPL
|
+$11.9M |
| 4 |
Salesforce
CRM
|
+$5.48M |
| 5 |
Trex
TREX
|
+$5.12M |
Sector Composition
| 1 | Technology | 34.09% |
| 2 | Healthcare | 20.74% |
| 3 | Financials | 10.64% |
| 4 | Consumer Discretionary | 10.37% |
| 5 | Communication Services | 6.78% |
