LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
1-Year Return
14.72%
This Quarter Return
+9.77%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$9.87B
AUM Growth
+$834M
(+9.2%)
Cap. Flow
+$52.1M
Cap. Flow
% of AUM
0.53%
Top 10 Holdings %
Top 10 Hldgs %
43.25%
Holding
959
New
660
Increased
102
Reduced
126
Closed
–
Top Buys
| 1 |
PayPal
PYPL
|
+$40.7M |
| 2 |
Thermo Fisher Scientific
TMO
|
+$38.3M |
| 3 |
Hannon Armstrong Sustainable Infrastructure Capital
HASI
|
+$32.9M |
| 4 |
ServiceNow
NOW
|
+$23.9M |
| 5 |
IQVIA
IQV
|
+$10.6M |
Top Sells
| 1 |
Becton Dickinson
BDX
|
+$58.8M |
| 2 |
Unilever
UL
|
+$28.7M |
| 3 |
Ecolab
ECL
|
+$13.9M |
| 4 |
TJX Companies
TJX
|
+$13.6M |
| 5 |
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% |
