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
201
$634K 0.01%
6,700
202
$634K 0.01%
4,789
203
$630K 0.01%
3,277
-65
204
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205
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206
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11,755
-31,221
207
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3,350
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208
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209
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22,590
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210
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211
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212
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213
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4,478
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214
$561K 0.01%
9,081
-1,026
215
$556K 0.01%
6,950
216
$547K 0.01%
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217
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218
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219
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220
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4,038
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221
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3,300
222
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$486K ﹤0.01%
3,539
224
$477K ﹤0.01%
1,673
+26
225
$470K ﹤0.01%
1,583
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9
10 11