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
26
$147M 1.48%
948,672
+4,467
27
$143M 1.45%
812,111
+4,491
28
$121M 1.22%
1,448,308
-9,249
29
$118M 1.19%
250,742
+6,170
30
$118M 1.19%
1,523,661
-125,359
31
$101M 1.02%
977,111
-1,630
32
$97.4M 0.99%
154,200
+4,494
33
$86.8M 0.88%
447,616
+2,318
34
$85.9M 0.87%
269,412
+1,012
35
$82.4M 0.84%
208,360
+20,651
36
$82.1M 0.83%
345,848
-247,845
37
$81.2M 0.82%
2,222,052
-8,012
38
$72.9M 0.74%
300,643
+43,809
39
$67.1M 0.68%
325,684
-67,407
40
$63.6M 0.64%
471,693
-5,217
41
$62.5M 0.63%
379,591
-130
42
$53.4M 0.54%
275,528
+2,360
43
$49.3M 0.5%
177,337
+682
44
$47.5M 0.48%
215,794
-1,800
45
$46.3M 0.47%
467,429
-3,636
46
$40.3M 0.41%
66,019
47
$38.6M 0.39%
239,141
-4,750
48
$38.2M 0.39%
267,381
-5,342
49
$37.8M 0.38%
128,212
-3,411
50
$36.2M 0.37%
617,952
-489,812
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