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
551
$18K ﹤0.01%
+219
552
$18K ﹤0.01%
+868
553
$18K ﹤0.01%
+1,256
554
$17K ﹤0.01%
+108
555
$17K ﹤0.01%
+287
556
– –
0
557
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558
$17K ﹤0.01%
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559
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$16K ﹤0.01%
+46
561
$16K ﹤0.01%
+426
562
$16K ﹤0.01%
+355
563
$16K ﹤0.01%
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$16K ﹤0.01%
+319
565
$15K ﹤0.01%
+568
566
$15K ﹤0.01%
+245
567
$15K ﹤0.01%
+358
568
$15K ﹤0.01%
+331
569
$15K ﹤0.01%
+784
570
$14K ﹤0.01%
+93
571
$14K ﹤0.01%
+320
572
$14K ﹤0.01%
+655
573
$14K ﹤0.01%
+2,540
574
$14K ﹤0.01%
+1,100
575
$13K ﹤0.01%
+53
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