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
$10.3B
AUM Growth
-$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$12.5M
3
+$11.6M
4
DKS icon
Dick's Sporting Goods
DKS
+$10.2M
5
VEEV icon
Veeva Systems
VEEV
+$10.1M

Top Sells

1
+$11.5M
2
+$11.3M
3
+$11M
4
TJX icon
TJX Companies
TJX
+$8.15M
5
GDDY icon
GoDaddy
GDDY
+$7.23M

Sector Composition

1 Technology 38.85%
2 Healthcare 15.75%
3 Financials 11.64%
4 Consumer Discretionary 10.93%
5 Communication Services 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.37M 0.03%
15,199
-35
102
$3.37M 0.03%
6,901
-783
103
$3.31M 0.03%
18,546
-3,020
104
$3.16M 0.03%
4
-1
105
$3.14M 0.03%
18,124
-1,740
106
$2.99M 0.03%
46,596
-815
107
$2.95M 0.03%
41,893
-11,519
108
$2.92M 0.03%
17,516
-342
109
$2.84M 0.03%
15,260
110
$2.81M 0.03%
50,514
+702
111
$2.79M 0.03%
14,404
+468
112
$2.62M 0.03%
2,645
-4,136
113
$2.54M 0.02%
4,986
-45
114
$2.5M 0.02%
5,323
-69
115
$2.48M 0.02%
5,465
116
$2.47M 0.02%
7,068
-794
117
$2.41M 0.02%
21,479
-3,018
118
$2.37M 0.02%
7,140
-7,333
119
$2.31M 0.02%
7,612
120
$2.3M 0.02%
487
-38
121
$2.3M 0.02%
8,090
+103
122
$2.26M 0.02%
100,973
-1,116
123
$2.12M 0.02%
7,476
124
$2.04M 0.02%
8,139
-6,684
125
$2.01M 0.02%
3,745
+997
3 4
5
6 7