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
201
$649K 0.01%
8,016
202
$643K 0.01%
3,342
+721
203
$641K 0.01%
4,789
-93
204
$633K 0.01%
789
-14
205
$629K 0.01%
6,700
206
$622K 0.01%
4,740
207
$615K 0.01%
4,158
+1,500
208
$606K 0.01%
9,533
209
$599K 0.01%
5,302
-2,000
210
$582K 0.01%
4,506
-172
211
$571K 0.01%
12,880
212
$571K 0.01%
2,520
-1,075
213
$563K 0.01%
4,867
214
$556K 0.01%
6,950
215
$553K 0.01%
+18,269
216
$552K 0.01%
1,600
217
$545K 0.01%
2,329
-24
218
$539K 0.01%
3,849
+884
219
$534K 0.01%
4,836
220
$528K 0.01%
8,325
+200
221
$519K 0.01%
+7,000
222
$517K 0.01%
1,245
+632
223
$498K 0.01%
+10,850
224
$491K 0.01%
16,265
225
$487K ﹤0.01%
3,300
7 8
9
10 11