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
$10.3B
AUM Growth
-$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$12.5M
3
+$11.6M
4
DKS icon
Dick's Sporting Goods
DKS
+$10.2M
5
VEEV icon
Veeva Systems
VEEV
+$10.1M

Top Sells

1
+$11.5M
2
+$11.3M
3
+$11M
4
TJX icon
TJX Companies
TJX
+$8.15M
5
GDDY icon
GoDaddy
GDDY
+$7.23M

Sector Composition

1 Technology 38.85%
2 Healthcare 15.75%
3 Financials 11.64%
4 Consumer Discretionary 10.93%
5 Communication Services 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$18.1K ﹤0.01%
252
452
$17.5K ﹤0.01%
200
453
$17.2K ﹤0.01%
84
454
$16.9K ﹤0.01%
1,415
455
$16.7K ﹤0.01%
50
456
$16.4K ﹤0.01%
1,427
457
$15.5K ﹤0.01%
63
458
$14.9K ﹤0.01%
539
459
$14.2K ﹤0.01%
112
460
$14.2K ﹤0.01%
164
461
$13.5K ﹤0.01%
5,000
462
$13.4K ﹤0.01%
83
463
$13.3K ﹤0.01%
37
464
$13.3K ﹤0.01%
+95
465
$13.2K ﹤0.01%
+400
466
$13K ﹤0.01%
206
467
$13K ﹤0.01%
166
468
$12.9K ﹤0.01%
300
-450
469
$12.7K ﹤0.01%
183
470
$12.4K ﹤0.01%
+347
471
$12.4K ﹤0.01%
+819
472
$12.2K ﹤0.01%
80
473
$12.2K ﹤0.01%
108
474
$12.1K ﹤0.01%
585
475
$11.8K ﹤0.01%
100
17 18
19
20 21