LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
1-Year Return
14.72%
This Quarter Return
+9.33%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$10.9B
AUM Growth
+$810M
(+8%)
Cap. Flow
+$633K
Cap. Flow
% of AUM
0.01%
Top 10 Holdings %
Top 10 Hldgs %
43.79%
Holding
792
New
37
Increased
120
Reduced
181
Closed
64
Top Buys
| 1 |
PayPal
PYPL
|
$28.5M |
| 2 |
Nike
NKE
|
$17.6M |
| 3 |
Hannon Armstrong Sustainable Infrastructure Capital
HASI
|
$11.3M |
| 4 |
Thermo Fisher Scientific
TMO
|
$10.6M |
| 5 |
Generac Holdings
GNRC
|
$9.85M |
Top Sells
| 1 |
Becton Dickinson
BDX
|
$18.7M |
| 2 |
TJX Companies
TJX
|
$17.4M |
| 3 |
WEX
WEX
|
$12.1M |
| 4 |
Intuit
INTU
|
$10.1M |
| 5 |
Automatic Data Processing
ADP
|
$8.33M |
Sector Composition
| 1 | Technology | 35.36% |
| 2 | Healthcare | 19.45% |
| 3 | Financials | 10.95% |
| 4 | Consumer Discretionary | 10.77% |
| 5 | Communication Services | 8.21% |
