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
526
$1.28K ﹤0.01%
592
527
$1.28K ﹤0.01%
6,000
528
$1.24K ﹤0.01%
17
529
$998 ﹤0.01%
20
530
$955 ﹤0.01%
5
531
$878 ﹤0.01%
10
532
$818 ﹤0.01%
10
533
$817 ﹤0.01%
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534
$811 ﹤0.01%
+17
535
$734 ﹤0.01%
10
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$713 ﹤0.01%
8
537
$708 ﹤0.01%
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538
$688 ﹤0.01%
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539
$648 ﹤0.01%
+200
540
$621 ﹤0.01%
10
541
$605 ﹤0.01%
54
542
$575 ﹤0.01%
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543
$557 ﹤0.01%
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$555 ﹤0.01%
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$530 ﹤0.01%
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$498 ﹤0.01%
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547
$416 ﹤0.01%
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3
549
$381 ﹤0.01%
50
550
$364 ﹤0.01%
213
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