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
501
$6.27K ﹤0.01%
+124
502
$5.71K ﹤0.01%
17
503
$5.44K ﹤0.01%
460
504
$5.32K ﹤0.01%
120
505
$5.31K ﹤0.01%
1,000
506
$4.95K ﹤0.01%
100
507
$4.64K ﹤0.01%
175
508
$4.51K ﹤0.01%
150
509
$4.47K ﹤0.01%
1,000
510
$4.39K ﹤0.01%
90
511
$4.26K ﹤0.01%
570
512
$4.05K ﹤0.01%
+154
513
$4.01K ﹤0.01%
105
514
$3.65K ﹤0.01%
17
515
$3.43K ﹤0.01%
+150
516
$3.19K ﹤0.01%
400
517
$3.15K ﹤0.01%
3,000
518
$2.15K ﹤0.01%
191
519
$2.1K ﹤0.01%
+1,814
520
$2.08K ﹤0.01%
+100
521
$1.93K ﹤0.01%
+26
522
$1.83K ﹤0.01%
7
523
$1.73K ﹤0.01%
12
524
$1.38K ﹤0.01%
41
-30
525
$1.37K ﹤0.01%
530
19 20
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