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
101
$2.94M 0.03%
23,956
-37
102
$2.92M 0.03%
8,802
-102
103
$2.87M 0.03%
48,523
-1,831
104
$2.82M 0.03%
6,556
-478
105
$2.81M 0.03%
6,122
-129
106
$2.74M 0.03%
34,921
+403
107
$2.69M 0.03%
11,765
-12
108
$2.64M 0.03%
27,125
-74
109
$2.58M 0.03%
222,652
-87,750
110
$2.52M 0.02%
37,045
-2,411
111
$2.5M 0.02%
6,340
-131
112
$2.47M 0.02%
6
113
$2.4M 0.02%
6,695
-185
114
$2.28M 0.02%
7,164
115
$2.28M 0.02%
39,534
-13
116
$2.18M 0.02%
9,707
117
$2.17M 0.02%
7,659
-75
118
$2.16M 0.02%
38,678
+21
119
$2.16M 0.02%
27,460
-1,175
120
$2.14M 0.02%
14,155
-1,568
121
$2.08M 0.02%
13,299
122
$2.02M 0.02%
33,160
-2,730
123
$1.99M 0.02%
35,613
+15,086
124
$1.99M 0.02%
50,054
-1,145
125
$1.92M 0.02%
4,855
-6
3 4
5
6 7