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
501
$33K ﹤0.01%
+225
502
$33K ﹤0.01%
+290
503
$33K ﹤0.01%
+332
504
$33K ﹤0.01%
+602
505
$31K ﹤0.01%
+67
506
$30K ﹤0.01%
+2,168
507
$30K ﹤0.01%
+210
508
$29K ﹤0.01%
+250
509
$29K ﹤0.01%
+440
510
$29K ﹤0.01%
+1,428
511
$29K ﹤0.01%
+500
512
$29K ﹤0.01%
+100
513
$28K ﹤0.01%
+2,000
514
$28K ﹤0.01%
+476
515
$28K ﹤0.01%
+1,029
516
$27K ﹤0.01%
+216
517
$27K ﹤0.01%
+1,000
518
$26K ﹤0.01%
+6,603
519
$26K ﹤0.01%
+146
520
$26K ﹤0.01%
+1,045
521
$26K ﹤0.01%
+772
522
$25K ﹤0.01%
+267
523
$25K ﹤0.01%
+130
524
$25K ﹤0.01%
+255
525
$25K ﹤0.01%
+377
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