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
651
$9K ﹤0.01%
+616
652
$9K ﹤0.01%
+162
653
$9K ﹤0.01%
+1,043
654
$9K ﹤0.01%
+480
655
$9K ﹤0.01%
+242
656
$9K ﹤0.01%
+94
657
$9K ﹤0.01%
+55
658
$9K ﹤0.01%
+120
659
$9K ﹤0.01%
+393
660
$9K ﹤0.01%
+665
661
$8K ﹤0.01%
+368
662
$8K ﹤0.01%
+267
663
$8K ﹤0.01%
+288
664
$8K ﹤0.01%
+45
665
$8K ﹤0.01%
+80
666
$8K ﹤0.01%
+83
667
$8K ﹤0.01%
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668
$8K ﹤0.01%
+252
669
$8K ﹤0.01%
+1,144
670
$8K ﹤0.01%
+500
671
$8K ﹤0.01%
+247
672
$8K ﹤0.01%
+73
673
$8K ﹤0.01%
+2,975
674
$8K ﹤0.01%
+195
675
$8K ﹤0.01%
+1,510
25 26
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