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
$10.3B
AUM Growth
-$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$12.5M
3
+$11.6M
4
DKS icon
Dick's Sporting Goods
DKS
+$10.2M
5
VEEV icon
Veeva Systems
VEEV
+$10.1M

Top Sells

1
+$11.5M
2
+$11.3M
3
+$11M
4
TJX icon
TJX Companies
TJX
+$8.15M
5
GDDY icon
GoDaddy
GDDY
+$7.23M

Sector Composition

1 Technology 38.85%
2 Healthcare 15.75%
3 Financials 11.64%
4 Consumer Discretionary 10.93%
5 Communication Services 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$31.4M 0.31%
220,650
-7,131
52
$31M 0.3%
175,090
-15,356
53
$31M 0.3%
393,674
-12,871
54
$30M 0.29%
45,643
+4,121
55
$29.8M 0.29%
188,874
-754
56
$28.9M 0.28%
100,405
-1,924
57
$22.5M 0.22%
286,544
+405
58
$19.8M 0.19%
143,033
-1,136
59
$18.5M 0.18%
76,989
-1,670
60
$18.4M 0.18%
43,254
-932
61
$17.4M 0.17%
32,560
-819
62
$17.4M 0.17%
62,469
-2,368
63
$15.1M 0.15%
33,797
-790
64
$14.3M 0.14%
394,592
-29,524
65
$14.1M 0.14%
76,610
+55,578
66
$11.9M 0.12%
50,024
-2,326
67
$10.7M 0.1%
60,399
+1,394
68
$9.92M 0.1%
72,589
+1,564
69
$9.68M 0.09%
80,509
-2,454
70
$8.63M 0.08%
36,447
-235
71
$8.37M 0.08%
114,199
-613
72
$8.35M 0.08%
10,070
+215
73
$8.06M 0.08%
113,883
-112
74
$7.82M 0.08%
82,321
-7,810
75
$7.42M 0.07%
121,030
+7,342
1 2
3
4 5