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
51
$35.6M 0.36%
240,580
+3,023
52
$32.9M 0.33%
+586,020
53
$32.4M 0.33%
416,314
+30,291
54
$30.3M 0.31%
131,344
-1,882
55
$29M 0.29%
459,727
-7,358
56
$28.7M 0.29%
229,040
+4,980
57
$25.7M 0.26%
149,240
+2,903
58
$23.1M 0.23%
612,030
+243,015
59
$21.3M 0.22%
87,221
+2,908
60
$20.2M 0.2%
162,800
-299
61
$19.1M 0.19%
35,770
-40
62
$17.4M 0.18%
213,901
-47,301
63
$16.6M 0.17%
291,179
-56,150
64
$12.9M 0.13%
78,730
-50,164
65
$12.7M 0.13%
40,966
-273
66
$12.1M 0.12%
118,652
+50,328
67
$11.7M 0.12%
137,373
-2,533
68
$11.1M 0.11%
51,443
+7,158
69
$10M 0.1%
44,897
-975
70
$9.7M 0.1%
30,492
71
$9.63M 0.1%
117,031
+1,004
72
$8.92M 0.09%
32,866
+17,208
73
$8.53M 0.09%
151,979
+4,483
74
$8.51M 0.09%
75,511
+1,383
75
$7.75M 0.08%
49,838
+3,354
1 2
3
4 5