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
151
$1.09M 0.01%
7,400
152
$1.06M 0.01%
16,417
-333
153
$1.06M 0.01%
5,226
-17,030
154
$1.05M 0.01%
9,498
155
$1M 0.01%
16,000
156
$1,000K 0.01%
21,915
157
$941K 0.01%
1,359
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158
$912K 0.01%
15,275
+14,359
159
$884K 0.01%
2,051
-58
160
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21,930
-600
161
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162
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25,395
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163
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164
$842K 0.01%
2,847
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165
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9,300
166
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167
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168
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169
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15,790
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170
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5,279
171
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172
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15,704
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173
$790K 0.01%
5,369
-96
174
$754K 0.01%
7,087
-1,416
175
$748K 0.01%
715
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