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
201
$580K 0.01%
1,875
-150
202
$579K 0.01%
1,721
+315
203
$579K 0.01%
+7,000
204
$561K 0.01%
3,437
-295
205
$557K 0.01%
6,167
206
$533K 0.01%
60,593
+3,950
207
$532K 0.01%
3,226
208
$530K 0.01%
5,416
-675
209
$516K 0.01%
7,255
+1,755
210
$510K 0.01%
14,740
-1
211
$493K ﹤0.01%
5,968
-45
212
$474K ﹤0.01%
8,094
+708
213
$471K ﹤0.01%
4,158
+762
214
$466K ﹤0.01%
2,354
215
$465K ﹤0.01%
3,539
+333
216
$461K ﹤0.01%
3,391
+3,216
217
$458K ﹤0.01%
5,688
-550
218
$457K ﹤0.01%
1,155
219
$449K ﹤0.01%
8,060
-40
220
$439K ﹤0.01%
1,662
221
$434K ﹤0.01%
3,120
222
$424K ﹤0.01%
2,694
223
$420K ﹤0.01%
14,478
-3,846
224
$414K ﹤0.01%
3,104
-63
225
$408K ﹤0.01%
302
+4
7 8
9
10 11