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
151
$1.41M 0.01%
5,890
+46
152
$1.32M 0.01%
+39,060
153
$1.31M 0.01%
10,583
+6,203
154
$1.31M 0.01%
8,222
-91
155
$1.29M 0.01%
16,000
156
$1.25M 0.01%
3,133
+69
157
$1.25M 0.01%
20,527
+16,102
158
$1.18M 0.01%
760
+50
159
$1.18M 0.01%
4,313
+1,916
160
$1.14M 0.01%
7,056
161
$1.14M 0.01%
6,858
+1,998
162
$1.13M 0.01%
16,445
+508
163
$1.13M 0.01%
7,740
+2,350
164
$1.13M 0.01%
20,186
+1,540
165
$1.12M 0.01%
13,420
-12,718
166
$1.1M 0.01%
7,805
167
$1.09M 0.01%
19,535
+5,245
168
$1.09M 0.01%
22,794
-282
169
$1.08M 0.01%
17,326
-857
170
$1.04M 0.01%
750
171
$1.01M 0.01%
4,876
+1,093
172
$1.01M 0.01%
24,058
-238
173
$985K 0.01%
10,239
+250
174
$960K 0.01%
59,990
175
$954K 0.01%
6,463
-265
5 6
7
8 9