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
476
$11.8K ﹤0.01%
+633
477
$11.4K ﹤0.01%
37
478
$10.9K ﹤0.01%
138
479
$10.5K ﹤0.01%
178
480
$10.4K ﹤0.01%
542
481
$10.2K ﹤0.01%
1,610
482
$10.1K ﹤0.01%
30
483
$10.1K ﹤0.01%
400
484
$9.72K ﹤0.01%
950
485
$9.61K ﹤0.01%
+6,961
486
$9.25K ﹤0.01%
+437
487
$9.12K ﹤0.01%
1,803
488
$8.71K ﹤0.01%
186
489
$8.65K ﹤0.01%
+120
490
$8.51K ﹤0.01%
38
491
$8.49K ﹤0.01%
18
-7
492
$8.33K ﹤0.01%
48
493
$7.92K ﹤0.01%
+400
494
$7.23K ﹤0.01%
1,086
495
$7.12K ﹤0.01%
+68
496
$6.94K ﹤0.01%
1,202
497
$6.93K ﹤0.01%
1,300
498
$6.9K ﹤0.01%
113
-95
499
$6.81K ﹤0.01%
200
500
$6.55K ﹤0.01%
80
18 19
20
21 22