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
826
$3K ﹤0.01%
+15
827
$3K ﹤0.01%
+140
828
$3K ﹤0.01%
+128
829
$3K ﹤0.01%
+56
830
$3K ﹤0.01%
+38
831
$3K ﹤0.01%
+9
832
$3K ﹤0.01%
+65
833
$2K ﹤0.01%
+24
834
$2K ﹤0.01%
+119
835
$2K ﹤0.01%
+51
836
$2K ﹤0.01%
+34
837
$2K ﹤0.01%
+20
838
$2K ﹤0.01%
+10
839
$2K ﹤0.01%
+29
840
$2K ﹤0.01%
+3
841
$2K ﹤0.01%
+12
842
$2K ﹤0.01%
+43
843
$2K ﹤0.01%
+44
844
$2K ﹤0.01%
+25
845
$2K ﹤0.01%
+17
846
$2K ﹤0.01%
+68
847
$2K ﹤0.01%
+29
848
$2K ﹤0.01%
+45
849
$2K ﹤0.01%
+40
850
$2K ﹤0.01%
+15
32 33
34
35 36