LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
1-Year Return
14.72%
This Quarter Return
+9.45%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$10.1B
AUM Growth
-$32.7M
(-0.32%)
Cap. Flow
-$132M
Cap. Flow
% of AUM
-1.31%
Top 10 Holdings %
Top 10 Hldgs %
46.32%
Holding
595
New
41
Increased
67
Reduced
176
Closed
32
Top Buys
| 1 |
Regeneron Pharmaceuticals
REGN
|
$23.2M |
| 2 |
Paycom
PAYC
|
$13.3M |
| 3 |
Veeva Systems
VEEV
|
$10.1M |
| 4 |
NVIDIA
NVDA
|
$2.95M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.24M |
Top Sells
| 1 |
Mastercard
MA
|
$19.8M |
| 2 |
HDFC Bank
HDB
|
$13.6M |
| 3 |
Fiserv
FI
|
$10.5M |
| 4 |
PayPal
PYPL
|
$10M |
| 5 |
Microsoft
MSFT
|
$9.55M |
Sector Composition
| 1 | Technology | 38.51% |
| 2 | Healthcare | 17.03% |
| 3 | Consumer Discretionary | 10.46% |
| 4 | Financials | 10.36% |
| 5 | Communication Services | 7.25% |
