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
126
$1.87M 0.02%
4,395
-26
127
$1.86M 0.02%
3,875
-25
128
$1.85M 0.02%
6,308
-615
129
$1.77M 0.02%
24,000
-935
130
$1.74M 0.02%
41,001
-2,500
131
$1.73M 0.02%
13,001
+1,381
132
$1.67M 0.02%
8,661
-159
133
$1.67M 0.02%
26,020
-1,026
134
$1.66M 0.02%
4,051
+2,806
135
$1.65M 0.02%
9,736
136
$1.6M 0.02%
13,765
137
$1.6M 0.02%
6,820
138
$1.56M 0.02%
23,334
-600
139
$1.52M 0.02%
28,529
-16,527
140
$1.51M 0.01%
35,843
-99
141
$1.48M 0.01%
8,839
-1,164
142
$1.46M 0.01%
11,856
143
$1.46M 0.01%
6,665
-130
144
$1.34M 0.01%
8,740
-2,160
145
$1.33M 0.01%
7,697
-525
146
$1.33M 0.01%
3,413
+280
147
$1.32M 0.01%
10,496
-87
148
$1.31M 0.01%
4,322
+1,322
149
$1.28M 0.01%
763
+3
150
$1.27M 0.01%
5,778
-112
4 5
6
7 8