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
$11.4B
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1 +$37.1M
2 +$13.6M
3 +$11.2M
4
NVDA icon
NVIDIA
NVDA
+$10.6M
5
VEEV icon
Veeva Systems
VEEV
+$9.69M

Top Sells

1 +$46.9M
2 +$29.1M
3 +$25.6M
4
MSFT icon
Microsoft
MSFT
+$16.2M
5
MA icon
Mastercard
MA
+$11.7M

Sector Composition

1 Technology 38.27%
2 Healthcare 16.17%
3 Consumer Discretionary 11.31%
4 Financials 10.6%
5 Communication Services 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VLO icon
451
Valero Energy
VLO
$53.9B
$34.6K ﹤0.01%
200
GSK icon
452
GSK
GSK
$96.6B
$34.6K ﹤0.01%
760
KIM icon
453
Kimco Realty
KIM
$14B
$33.2K ﹤0.01%
1,492
GBDC icon
454
Golub Capital BDC
GBDC
$3.71B
$33.1K ﹤0.01%
+2,340
WMS icon
455
Advanced Drainage Systems
WMS
$11.8B
$33.1K ﹤0.01%
233
FWONK icon
456
Liberty Media Series C
FWONK
$24B
$32.2K ﹤0.01%
332
PHYS icon
457
Sprott Physical Gold
PHYS
$15.5B
$31.4K ﹤0.01%
1,008
TTEK icon
458
Tetra Tech
TTEK
$9.06B
$30.4K ﹤0.01%
900
MTN icon
459
Vail Resorts
MTN
$5.04B
$29.8K ﹤0.01%
195
VTRS icon
460
Viatris
VTRS
$12.3B
$29.2K ﹤0.01%
2,833
-716
BAX icon
461
Baxter International
BAX
$9.63B
$28.2K ﹤0.01%
1,225
BABA icon
462
Alibaba
BABA
$375B
$27.8K ﹤0.01%
162
NUE icon
463
Nucor
NUE
$36.5B
$27.7K ﹤0.01%
200
CME icon
464
CME Group
CME
$101B
$26.9K ﹤0.01%
+100
AMLX icon
465
Amylyx Pharmaceuticals
AMLX
$1.65B
$25.8K ﹤0.01%
1,803
AAXJ icon
466
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.15B
$25.8K ﹤0.01%
275
ONON icon
467
On Holding
ONON
$14.5B
$25.5K ﹤0.01%
590
CYBR icon
468
CyberArk
CYBR
$23.1B
$25.4K ﹤0.01%
50
CDZI icon
469
Cadiz
CDZI
$463M
$25.4K ﹤0.01%
5,000
ILMN icon
470
Illumina
ILMN
$20.1B
$25K ﹤0.01%
250
-4
FMS icon
471
Fresenius Medical Care
FMS
$13.9B
$24.9K ﹤0.01%
926
BIDU icon
472
Baidu
BIDU
$40.2B
$24.1K ﹤0.01%
200
PEO
473
Adams Natural Resources Fund
PEO
$582M
$24K ﹤0.01%
1,108
KD icon
474
Kyndryl
KD
$5.9B
$23.6K ﹤0.01%
828
IBB icon
475
iShares Biotechnology ETF
IBB
$8.84B
$23.2K ﹤0.01%
150