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
126
$1.98M 0.02%
23,143
-870
127
$1.85M 0.02%
3,767
-4
128
$1.77M 0.02%
19,229
-24,323
129
$1.73M 0.02%
2,940
-4,064
130
$1.69M 0.02%
34,900
-12,983
131
$1.67M 0.02%
79,704
+330
132
$1.63M 0.02%
22,356
-624
133
$1.61M 0.02%
752
134
$1.6M 0.02%
15,000
135
$1.56M 0.02%
6,338
-270
136
$1.5M 0.01%
5,225
137
$1.43M 0.01%
3,191
-198
138
$1.41M 0.01%
7,920
139
$1.41M 0.01%
5,408
-756
140
$1.37M 0.01%
21,790
-3,645
141
$1.37M 0.01%
66,369
-8,340
142
$1.34M 0.01%
12,790
143
$1.34M 0.01%
5,715
-7,798
144
$1.3M 0.01%
19,314
145
$1.29M 0.01%
16,891
-334
146
$1.25M 0.01%
2,911
-483
147
$1.24M 0.01%
8,435
148
$1.17M 0.01%
2,514
-20
149
$1.16M 0.01%
23,445
150
$1.14M 0.01%
7,973
-270
4 5
6
7 8