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
601
$12K ﹤0.01%
+316
602
$12K ﹤0.01%
+68
603
$12K ﹤0.01%
+75
604
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605
$12K ﹤0.01%
+46
606
$12K ﹤0.01%
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607
$12K ﹤0.01%
+2,592
608
$12K ﹤0.01%
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609
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610
$12K ﹤0.01%
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611
$12K ﹤0.01%
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612
$12K ﹤0.01%
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$11K ﹤0.01%
+143
614
$11K ﹤0.01%
+591
615
$11K ﹤0.01%
+256
616
$11K ﹤0.01%
+111
617
$11K ﹤0.01%
+81
618
$11K ﹤0.01%
+1,534
619
$11K ﹤0.01%
+250
620
$11K ﹤0.01%
+232
621
$11K ﹤0.01%
+384
622
$11K ﹤0.01%
+155
623
$11K ﹤0.01%
+202
624
$11K ﹤0.01%
+275
625
$10K ﹤0.01%
+187
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