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
726
$6K ﹤0.01%
+50
727
$6K ﹤0.01%
+29
728
$6K ﹤0.01%
+443
729
$6K ﹤0.01%
+227
730
$6K ﹤0.01%
+213
731
$5K ﹤0.01%
+144
732
$5K ﹤0.01%
+75
733
$5K ﹤0.01%
+36
734
$5K ﹤0.01%
+155
735
$5K ﹤0.01%
+407
736
$5K ﹤0.01%
+408
737
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+155
738
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+32
739
$5K ﹤0.01%
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740
$5K ﹤0.01%
+59
741
$5K ﹤0.01%
+26
742
$5K ﹤0.01%
+259
743
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744
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745
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746
$5K ﹤0.01%
+103
747
$5K ﹤0.01%
+250
748
$5K ﹤0.01%
+69
749
$5K ﹤0.01%
+225
750
$5K ﹤0.01%
+200
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