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
526
$24K ﹤0.01%
+515
527
$24K ﹤0.01%
+560
528
$24K ﹤0.01%
+295
529
$24K ﹤0.01%
+460
530
$24K ﹤0.01%
+812
531
$23K ﹤0.01%
+123
532
$23K ﹤0.01%
+201
533
$23K ﹤0.01%
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534
$23K ﹤0.01%
+980
535
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536
$22K ﹤0.01%
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537
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538
$21K ﹤0.01%
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539
$21K ﹤0.01%
+1,523
540
$20K ﹤0.01%
+250
541
$20K ﹤0.01%
+115
542
$20K ﹤0.01%
+110
543
$19K ﹤0.01%
+536
544
$19K ﹤0.01%
+78
545
$19K ﹤0.01%
+360
546
$19K ﹤0.01%
+400
547
$19K ﹤0.01%
+250
548
$19K ﹤0.01%
+200
549
$19K ﹤0.01%
+225
550
$19K ﹤0.01%
+600
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