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
176
$742K 0.01%
3,386
177
$732K 0.01%
6,193
-286
178
$723K 0.01%
11,844
-3,565
179
$723K 0.01%
2,006
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180
$721K 0.01%
6,551
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181
$687K 0.01%
14,158
182
$677K 0.01%
2,430
183
$676K 0.01%
3,552
184
$657K 0.01%
3,813
-1,000
185
$655K 0.01%
3,893
186
$652K 0.01%
6,950
187
$642K 0.01%
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188
$638K 0.01%
1,120
189
$620K 0.01%
3,725
-28
190
$612K 0.01%
10,458
191
$609K 0.01%
9,533
192
$604K 0.01%
2,327
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193
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674
194
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195
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196
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725
197
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9,570
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198
$583K 0.01%
4,300
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199
$583K 0.01%
5,375
200
$582K 0.01%
5,540
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