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
151
$1.27M 0.01%
21,203
-3,145
152
$1.23M 0.01%
26,070
-1,600
153
$1.17M 0.01%
16,780
+335
154
$1.17M 0.01%
7,727
-78
155
$1.17M 0.01%
25,161
-19,871
156
$1.16M 0.01%
7,396
+340
157
$1.15M 0.01%
14,026
-1,735
158
$1.12M 0.01%
13,217
-203
159
$1.1M 0.01%
20,322
+136
160
$1.07M 0.01%
22,218
-1,840
161
$1.06M 0.01%
23,335
+541
162
$1.05M 0.01%
7,740
163
$1.05M 0.01%
16,000
164
$1.03M 0.01%
6,453
-405
165
$1.01M 0.01%
17,300
-26
166
$995K 0.01%
22,314
-333
167
$985K 0.01%
715
-35
168
$961K 0.01%
2,662
-6,602
169
$943K 0.01%
10,011
-228
170
$940K 0.01%
6,463
171
$933K 0.01%
2,627
172
$931K 0.01%
392
-16
173
$890K 0.01%
3,287
174
$889K 0.01%
5,720
-4,823
175
$886K 0.01%
4,868
-8
5 6
7
8 9