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
$10.1B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$22.4M
3
+$20.5M
4
AMZN icon
Amazon
AMZN
+$13.8M
5
IQV icon
IQVIA
IQV
+$7.92M

Top Sells

1
+$43.3M
2
+$19M
3
+$16.5M
4
ADP icon
Automatic Data Processing
ADP
+$7.94M
5
JKHY icon
Jack Henry & Associates
JKHY
+$6.95M

Sector Composition

1 Technology 35.46%
2 Healthcare 19.25%
3 Financials 11.93%
4 Consumer Discretionary 10.44%
5 Communication Services 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$33.6M 0.33%
260,156
-7,225
52
$32.1M 0.32%
427,760
+11,446
53
$31.5M 0.31%
130,670
-674
54
$30.6M 0.3%
229,340
+300
55
$27.1M 0.27%
664,590
+52,560
56
$26.4M 0.26%
448,083
-11,644
57
$25M 0.25%
149,423
+183
58
$21.8M 0.22%
35,756
-14
59
$19.4M 0.19%
91,204
+3,983
60
$17.4M 0.17%
160,250
-2,550
61
$14.5M 0.14%
290,129
-1,050
62
$14.5M 0.14%
266,923
-351,029
63
$13.3M 0.13%
130,319
+11,667
64
$12.1M 0.12%
160,422
-53,479
65
$11.8M 0.12%
41,006
+40
66
$10.7M 0.11%
50,282
-1,161
67
$9.91M 0.1%
115,312
-22,061
68
$9.89M 0.1%
116,782
-249
69
$9.33M 0.09%
45,167
+270
70
$9.33M 0.09%
450,190
+165,270
71
$9.14M 0.09%
30,492
72
$8.9M 0.09%
32,486
-380
73
$8.21M 0.08%
76,061
+550
74
$7.97M 0.08%
149,672
-2,307
75
$7.88M 0.08%
48,136
-1,702
1 2
3
4 5