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
76
$7.51M 0.08%
26,116
-1,360
77
$7.24M 0.07%
133,737
+7,320
78
$7.16M 0.07%
68,348
+1,794
79
$6.38M 0.06%
29,076
-1,629
80
$6.34M 0.06%
22,183
-273
81
$5.97M 0.06%
10,685
+550
82
$5.8M 0.06%
189,186
-2,940
83
$5.7M 0.06%
284,920
+14,680
84
$5.51M 0.06%
33,183
-752
85
$5.42M 0.05%
18,898
-99
86
$5.26M 0.05%
99,318
-1,379
87
$5.15M 0.05%
16,490
88
$5.08M 0.05%
53,224
-4,640
89
$4.9M 0.05%
26,278
+1,381
90
$4.82M 0.05%
25,760
+100
91
$4.72M 0.05%
20,814
+108
92
$4.66M 0.05%
43,445
-1,095
93
$4.35M 0.04%
92,577
-660
94
$4.25M 0.04%
19,098
-4,798
95
$3.74M 0.04%
8,740
+684
96
$3.58M 0.04%
10,138
97
$3.56M 0.04%
310,402
-43,600
98
$3.56M 0.04%
40,254
+1,700
99
$3.48M 0.04%
13,117
+280
100
$3.41M 0.03%
56,005
+303
2 3
4
5 6