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
776
$4K ﹤0.01%
+43
777
$4K ﹤0.01%
+38
778
$4K ﹤0.01%
+19
779
$3K ﹤0.01%
+290
780
$3K ﹤0.01%
+32
781
$3K ﹤0.01%
+51
782
$3K ﹤0.01%
+23
783
$3K ﹤0.01%
+116
784
$3K ﹤0.01%
+5
785
$3K ﹤0.01%
+56
786
$3K ﹤0.01%
+6
787
$3K ﹤0.01%
+23
788
$3K ﹤0.01%
+200
789
$3K ﹤0.01%
+21
790
$3K ﹤0.01%
+156
791
$3K ﹤0.01%
+71
792
$3K ﹤0.01%
+24
793
$3K ﹤0.01%
+143
794
$3K ﹤0.01%
+18
795
$3K ﹤0.01%
+41
796
$3K ﹤0.01%
+25
797
$3K ﹤0.01%
+28
798
$3K ﹤0.01%
+24
799
$3K ﹤0.01%
+200
800
$3K ﹤0.01%
+106
30 31
32
33 34