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
$11.3B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1 +$23.6M
2 +$13M
3 +$10.1M
4
DKS icon
Dick's Sporting Goods
DKS
+$9.71M
5
TMO icon
Thermo Fisher Scientific
TMO
+$8.94M

Top Sells

1 +$22.9M
2 +$12.2M
3 +$8.5M
4
AMAT icon
Applied Materials
AMAT
+$5.05M
5
PGR icon
Progressive
PGR
+$4.89M

Sector Composition

1 Technology 40.61%
2 Healthcare 15.23%
3 Consumer Discretionary 10.81%
4 Financials 10.75%
5 Communication Services 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SAM icon
476
Boston Beer
SAM
$2.11B
$12K ﹤0.01%
63
AEG icon
477
Aegon
AEG
$11.8B
$11.7K ﹤0.01%
1,610
AMLX icon
478
Amylyx Pharmaceuticals
AMLX
$1.32B
$11.6K ﹤0.01%
1,803
MNST icon
479
Monster Beverage
MNST
$75.6B
$11.2K ﹤0.01%
178
TPZ
480
Tortoise Power & Energy Infrastructure Fund
TPZ
$121M
$11.1K ﹤0.01%
542
EMN icon
481
Eastman Chemical
EMN
$7.34B
$10.3K ﹤0.01%
138
HLN icon
482
Haleon
HLN
$44.9B
$9.85K ﹤0.01%
950
PCRX icon
483
Pacira BioSciences
PCRX
$1.12B
$9.56K ﹤0.01%
400
SBAC icon
484
SBA Communications
SBAC
$20.8B
$8.92K ﹤0.01%
38
RUN icon
485
Sunrun
RUN
$4.43B
$8.88K ﹤0.01%
1,086
DGX icon
486
Quest Diagnostics
DGX
$19.5B
$8.62K ﹤0.01%
48
DKNG icon
487
DraftKings
DKNG
$17.3B
$8.58K ﹤0.01%
200
TT icon
488
Trane Technologies
TT
$86.9B
$7.44K ﹤0.01%
17
COGT icon
489
Cogent Biosciences
COGT
$5.7B
$7.18K ﹤0.01%
1,000
CSGP icon
490
CoStar Group
CSGP
$28.8B
$6.43K ﹤0.01%
80
ZION icon
491
Zions Bancorporation
ZION
$8.67B
$6.23K ﹤0.01%
120
REAL icon
492
The RealReal
REAL
$1.88B
$5.76K ﹤0.01%
1,202
HXL icon
493
Hexcel
HXL
$5.97B
$5.65K ﹤0.01%
100
MPW icon
494
Medical Properties Trust
MPW
$3.04B
$5.6K ﹤0.01%
1,300
CPRT icon
495
Copart
CPRT
$38.2B
$5.54K ﹤0.01%
113
CC icon
496
Chemours
CC
$1.77B
$5.27K ﹤0.01%
460
NOK icon
497
Nokia
NOK
$36.1B
$5.18K ﹤0.01%
1,000
SPMD icon
498
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$15.2B
$4.89K ﹤0.01%
90
MRNA icon
499
Moderna
MRNA
$11.9B
$4.83K ﹤0.01%
175
SPSM icon
500
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13.2B
$4.47K ﹤0.01%
105