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
101
$3.37M 0.03%
50,354
+3,551
102
$3.2M 0.03%
9,264
-1,455
103
$3.16M 0.03%
80,732
+3,809
104
$3.05M 0.03%
39,456
+24,788
105
$3.02M 0.03%
7,034
-2,599
106
$2.98M 0.03%
6,471
-17
107
$2.85M 0.03%
11,777
-130
108
$2.84M 0.03%
23,993
-985
109
$2.83M 0.03%
6,251
-3,365
110
$2.73M 0.03%
8,904
111
$2.68M 0.03%
7,734
-468
112
$2.53M 0.03%
34,518
+6,427
113
$2.51M 0.03%
6
114
$2.5M 0.03%
39,547
+24,788
115
$2.49M 0.03%
27,199
-1,230
116
$2.44M 0.02%
6,880
-632
117
$2.37M 0.02%
45,056
-75,847
118
$2.37M 0.02%
9,707
119
$2.33M 0.02%
42,976
+18,245
120
$2.23M 0.02%
28,635
+1,950
121
$2.2M 0.02%
38,657
+1,955
122
$2.16M 0.02%
6,923
+1,183
123
$2.14M 0.02%
15,723
-477
124
$2.11M 0.02%
+13,299
125
$2.05M 0.02%
51,199
+270
3 4
5
6 7