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
26
$122M 1.19%
222,212
-9,321
27
$122M 1.18%
209,552
+19,977
28
$116M 1.13%
219,891
+3,245
29
$115M 1.12%
221,689
+2,226
30
$100M 0.98%
793,857
-89,638
31
$90.6M 0.88%
254,246
+586
32
$83.2M 0.81%
197,024
+29,497
33
$82.7M 0.8%
491,939
-8,679
34
$79.7M 0.78%
318,284
-1,056
35
$73.5M 0.72%
337,500
-10,214
36
$72.4M 0.7%
786,420
-10,635
37
$71.2M 0.69%
859,597
-32,899
38
$67.5M 0.66%
407,079
-5,459
39
$65.6M 0.64%
1,309,377
-2,885
40
$61.8M 0.6%
261,566
-5,504
41
$57.1M 0.56%
133,775
-684
42
$56.7M 0.55%
96,473
-9,618
43
$53.3M 0.52%
242,550
-6,762
44
$45.4M 0.44%
791,569
-20,684
45
$44.3M 0.43%
489,557
-36,461
46
$42.3M 0.41%
272,472
-8,659
47
$41.3M 0.4%
384,936
-1,757
48
$38.2M 0.37%
120,032
-1,546
49
$35M 0.34%
190,874
+6,567
50
$34.9M 0.34%
248,227
+356
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