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
551
$359 ﹤0.01%
10
552
$352 ﹤0.01%
10
553
$325 ﹤0.01%
12
554
$304 ﹤0.01%
3
555
$240 ﹤0.01%
1
556
$155 ﹤0.01%
1
557
$154 ﹤0.01%
+5
558
$88 ﹤0.01%
105
559
$49 ﹤0.01%
3
560
$5 ﹤0.01%
+2
561
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562
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-1,570
563
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-7
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566
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567
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568
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569
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-2,556
570
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571
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572
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-31
573
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575
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-4
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