LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
1-Year Return
14.72%
This Quarter Return
+8.83%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$11.3B
AUM Growth
+$1.04B
(+10%)
Cap. Flow
-$50.1M
Cap. Flow
% of AUM
-0.44%
Top 10 Holdings %
Top 10 Hldgs %
47.48%
Holding
572
New
12
Increased
35
Reduced
164
Closed
54
Top Buys
| 1 |
NVIDIA
NVDA
|
$23.6M |
| 2 |
Synopsys
SNPS
|
$13M |
| 3 |
Veeva Systems
VEEV
|
$10.1M |
| 4 |
Dick's Sporting Goods
DKS
|
$9.71M |
| 5 |
Thermo Fisher Scientific
TMO
|
$8.94M |
Top Sells
| 1 |
Mastercard
MA
|
$22.9M |
| 2 |
Microsoft
MSFT
|
$12.2M |
| 3 |
Intuit
INTU
|
$8.5M |
| 4 |
Applied Materials
AMAT
|
$5.05M |
| 5 |
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% |
