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
451
$61K ﹤0.01%
+625
452
$61K ﹤0.01%
+4,311
453
$61K ﹤0.01%
+1,600
454
$61K ﹤0.01%
+600
455
$61K ﹤0.01%
+450
456
$61K ﹤0.01%
+110
457
$60K ﹤0.01%
+559
458
$60K ﹤0.01%
+4,317
459
$58K ﹤0.01%
+1,437
460
$57K ﹤0.01%
+381
461
$56K ﹤0.01%
+1,299
462
$56K ﹤0.01%
+1,747
463
$56K ﹤0.01%
+900
464
$56K ﹤0.01%
+1,005
465
$56K ﹤0.01%
+900
466
$56K ﹤0.01%
+1,089
467
$53K ﹤0.01%
+388
468
$53K ﹤0.01%
+800
469
$52K ﹤0.01%
+800
470
$52K ﹤0.01%
+363
471
$51K ﹤0.01%
+1,102
472
$50K ﹤0.01%
+500
473
$50K ﹤0.01%
+1,004
474
$50K ﹤0.01%
+326
475
$50K ﹤0.01%
+718
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