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
$11.4B
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$37.1M
2
+$13.6M
3
+$11.2M
4
NVDA icon
NVIDIA
NVDA
+$10.6M
5
VEEV icon
Veeva Systems
VEEV
+$9.69M

Top Sells

1
+$46.9M
2
+$29.1M
3
+$25.6M
4
MSFT icon
Microsoft
MSFT
+$16.2M
5
MA icon
Mastercard
MA
+$11.7M

Sector Composition

1 Technology 38.27%
2 Healthcare 16.17%
3 Consumer Discretionary 11.31%
4 Financials 10.6%
5 Communication Services 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMR icon
151
Emerson Electric
EMR
$74.9B
$1.15M 0.01%
8,671
XYL icon
152
Xylem
XYL
$34.2B
$1.15M 0.01%
7,756
+3,730
AMD icon
153
Advanced Micro Devices
AMD
$354B
$1.14M 0.01%
4,856
-370
BALL icon
154
Ball Corp
BALL
$13.3B
$1.12M 0.01%
22,460
-5,165
AWK icon
155
American Water Works
AWK
$25.4B
$1.1M 0.01%
7,730
-705
CPRT icon
156
Copart
CPRT
$37.7B
$1.1M 0.01%
24,514
+24,401
OTEX icon
157
Open Text
OTEX
$8.48B
$1.09M 0.01%
+28,030
IVW icon
158
iShares S&P 500 Growth ETF
IVW
$66.8B
$1.08M 0.01%
8,880
VZ icon
159
Verizon
VZ
$173B
$1.07M 0.01%
27,838
+19,955
MKC icon
160
McCormick & Company Non-Voting
MKC
$18.1B
$1.06M 0.01%
15,728
-1,147
MCK icon
161
McKesson
MCK
$109B
$1.05M 0.01%
1,319
-40
MTD icon
162
Mettler-Toledo International
MTD
$30.2B
$1.03M 0.01%
715
SPOT icon
163
Spotify
SPOT
$123B
$1.02M 0.01%
1,517
+1,482
MDLZ icon
164
Mondelez International
MDLZ
$74.3B
$1.02M 0.01%
16,709
-2,605
AER icon
165
AerCap
AER
$22.8B
$1.02M 0.01%
+8,440
TXN icon
166
Texas Instruments
TXN
$153B
$1.01M 0.01%
5,894
-16,886
BSX icon
167
Boston Scientific
BSX
$151B
$984K 0.01%
9,608
+8,375
EFV icon
168
iShares MSCI EAFE Value ETF
EFV
$27.1B
$981K 0.01%
14,359
-916
VUG icon
169
Vanguard Growth ETF
VUG
$201B
$973K 0.01%
2,006
IQV icon
170
IQVIA
IQV
$39.2B
$972K 0.01%
4,422
-2,905
VEA icon
171
Vanguard FTSE Developed Markets ETF
VEA
$185B
$964K 0.01%
15,790
RNR icon
172
RenaissanceRe
RNR
$12B
$963K 0.01%
+3,960
CCI icon
173
Crown Castle
CCI
$39.8B
$962K 0.01%
9,790
+8,420
APH icon
174
Amphenol
APH
$172B
$959K 0.01%
7,085
-170
LH icon
175
Labcorp
LH
$22.3B
$957K 0.01%
+3,370
5 6
7
8 9