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
126
$2.04M 0.02%
45,032
-1,167
127
$1.97M 0.02%
7,164
128
$1.96M 0.02%
41,020
+8,070
129
$1.92M 0.02%
3,900
+501
130
$1.9M 0.02%
35,890
-460
131
$1.81M 0.02%
4,421
+887
132
$1.81M 0.02%
27,046
+678
133
$1.81M 0.02%
24,935
-1,869
134
$1.79M 0.02%
23,934
-485
135
$1.79M 0.02%
43,501
-3,187
136
$1.79M 0.02%
11,856
137
$1.7M 0.02%
9,736
+165
138
$1.69M 0.02%
8,820
-192
139
$1.69M 0.02%
10,900
140
$1.65M 0.02%
10,003
-708
141
$1.63M 0.02%
4,861
-6
142
$1.63M 0.02%
11,620
+789
143
$1.61M 0.02%
6,820
144
$1.59M 0.02%
35,942
+28,117
145
$1.59M 0.02%
10,543
+525
146
$1.56M 0.02%
6,795
+1,989
147
$1.55M 0.02%
13,765
148
$1.48M 0.02%
24,348
-406
149
$1.46M 0.01%
27,670
-4,000
150
$1.44M 0.01%
15,761
+197
4 5
6
7 8