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
$11.3B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1 +$23.6M
2 +$13M
3 +$10.1M
4
DKS icon
Dick's Sporting Goods
DKS
+$9.71M
5
TMO icon
Thermo Fisher Scientific
TMO
+$8.94M

Top Sells

1 +$22.9M
2 +$12.2M
3 +$8.5M
4
AMAT icon
Applied Materials
AMAT
+$5.05M
5
PGR icon
Progressive
PGR
+$4.89M

Sector Composition

1 Technology 40.61%
2 Healthcare 15.23%
3 Consumer Discretionary 10.81%
4 Financials 10.75%
5 Communication Services 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MTN icon
426
Vail Resorts
MTN
$4.77B
$30.6K ﹤0.01%
195
PSA icon
427
Public Storage
PSA
$45.8B
$29.3K ﹤0.01%
100
GSK icon
428
GSK
GSK
$99.4B
$29.2K ﹤0.01%
760
PAGS icon
429
PagSeguro Digital
PAGS
$2.83B
$29K ﹤0.01%
3,010
SEDG icon
430
SolarEdge
SEDG
$1.74B
$28.6K ﹤0.01%
1,400
-15
DUK icon
431
Duke Energy
DUK
$91.5B
$28.3K ﹤0.01%
240
NXT icon
432
Nextpower Inc
NXT
$12.9B
$27.2K ﹤0.01%
500
VLO icon
433
Valero Energy
VLO
$50.3B
$26.9K ﹤0.01%
200
-150
SPOT icon
434
Spotify
SPOT
$119B
$26.9K ﹤0.01%
35
WMS icon
435
Advanced Drainage Systems
WMS
$11.4B
$26.8K ﹤0.01%
233
FMS icon
436
Fresenius Medical Care
FMS
$13.8B
$26.5K ﹤0.01%
926
NUE icon
437
Nucor
NUE
$37.7B
$25.9K ﹤0.01%
200
DECK icon
438
Deckers Outdoor
DECK
$15.3B
$25.8K ﹤0.01%
250
PHYS icon
439
Sprott Physical Gold
PHYS
$16B
$25.6K ﹤0.01%
1,008
VSTM icon
440
Verastem
VSTM
$568M
$24.7K ﹤0.01%
5,949
GHRS icon
441
GH Research
GHRS
$775M
$24.4K ﹤0.01%
2,000
ILMN icon
442
Illumina
ILMN
$20.3B
$24.2K ﹤0.01%
254
PEO
443
Adams Natural Resources Fund
PEO
$590M
$23.7K ﹤0.01%
1,108
T icon
444
AT&T
T
$176B
$23K ﹤0.01%
795
-40
TOL icon
445
Toll Brothers
TOL
$13B
$22.8K ﹤0.01%
200
AAXJ icon
446
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.06B
$22.7K ﹤0.01%
275
+1
EIM
447
Eaton Vance Municipal Bond Fund
EIM
$500M
$21.3K ﹤0.01%
+2,206
UNB icon
448
Union Bankshares
UNB
$108M
$20.6K ﹤0.01%
775
CYBR icon
449
CyberArk
CYBR
$22.8B
$20.3K ﹤0.01%
50
SLB icon
450
SLB Ltd
SLB
$57.6B
$20.3K ﹤0.01%
600