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
476
$50K ﹤0.01%
+3,500
477
$48K ﹤0.01%
+791
478
$46K ﹤0.01%
+567
479
$45K ﹤0.01%
+1,111
480
$44K ﹤0.01%
+238
481
$44K ﹤0.01%
+866
482
$44K ﹤0.01%
+351
483
$43K ﹤0.01%
+258
484
$43K ﹤0.01%
+500
485
$42K ﹤0.01%
+633
486
$42K ﹤0.01%
+353
487
$41K ﹤0.01%
+80
488
$41K ﹤0.01%
+170
489
$40K ﹤0.01%
+300
490
$40K ﹤0.01%
+966
491
$40K ﹤0.01%
+480
492
$39K ﹤0.01%
+334
493
$37K ﹤0.01%
+596
494
$36K ﹤0.01%
+350
495
$35K ﹤0.01%
+354
496
$35K ﹤0.01%
+450
497
$35K ﹤0.01%
+768
498
$35K ﹤0.01%
+88
499
$34K ﹤0.01%
+260
500
$34K ﹤0.01%
+457
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