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
$10.1B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$22.4M
3
+$20.5M
4
AMZN icon
Amazon
AMZN
+$13.8M
5
IQV icon
IQVIA
IQV
+$7.92M

Top Sells

1
+$43.3M
2
+$19M
3
+$16.5M
4
ADP icon
Automatic Data Processing
ADP
+$7.94M
5
JKHY icon
Jack Henry & Associates
JKHY
+$6.95M

Sector Composition

1 Technology 35.46%
2 Healthcare 19.25%
3 Financials 11.93%
4 Consumer Discretionary 10.44%
5 Communication Services 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.96M 0.07%
68,577
+229
77
$6.75M 0.07%
128,600
-5,137
78
$6.66M 0.07%
22,633
+450
79
$6.63M 0.07%
25,906
-210
80
$6.48M 0.06%
10,707
+22
81
$6.11M 0.06%
28,782
-294
82
$6.02M 0.06%
8,081
+7,721
83
$5.96M 0.06%
36,336
-42,394
84
$5.96M 0.06%
22,528
+3,630
85
$5.58M 0.06%
21,594
+780
86
$5.37M 0.05%
16,490
87
$5.21M 0.05%
95,661
-3,657
88
$5.14M 0.05%
26,472
+194
89
$4.85M 0.05%
25,134
-626
90
$4.82M 0.05%
42,845
-600
91
$4.5M 0.04%
30,680
-2,503
92
$4.35M 0.04%
93,660
+1,083
93
$4.13M 0.04%
43,452
-9,772
94
$4.11M 0.04%
18,498
-600
95
$3.7M 0.04%
54,644
-1,361
96
$3.66M 0.04%
8,523
-217
97
$3.43M 0.03%
79,716
-1,016
98
$3.3M 0.03%
9,839
-299
99
$3.06M 0.03%
12,767
-350
100
$3.01M 0.03%
37,179
-3,075
2 3
4
5 6