LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
1-Year Return
14.72%
This Quarter Return
+13.28%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$8.93B
AUM Growth
+$966M
(+12%)
Cap. Flow
+$38.8M
Cap. Flow
% of AUM
0.43%
Top 10 Holdings %
Top 10 Hldgs %
43.01%
Holding
809
New
213
Increased
177
Reduced
136
Closed
24
Top Buys
| 1 |
PayPal
PYPL
|
+$42.5M |
| 2 |
Costco
COST
|
+$18.5M |
| 3 |
ServiceNow
NOW
|
+$16.9M |
| 4 |
Edwards Lifesciences
EW
|
+$13.3M |
| 5 |
Thermo Fisher Scientific
TMO
|
+$10.4M |
Top Sells
| 1 |
Automatic Data Processing
ADP
|
+$28.2M |
| 2 |
WEX
WEX
|
+$21.2M |
| 3 |
TJX Companies
TJX
|
+$14.4M |
| 4 |
Becton Dickinson
BDX
|
+$12.2M |
| 5 |
Paycom
PAYC
|
+$7.38M |
Sector Composition
| 1 | Technology | 34.83% |
| 2 | Healthcare | 18.09% |
| 3 | Financials | 11.74% |
| 4 | Consumer Discretionary | 11.38% |
| 5 | Communication Services | 7.58% |
