LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
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
1
$626M 6.34%
1,714,812
-31,938
2
$577M 5.84%
2,129,102
-3,315
3
$507M 5.14%
1,034,835
+3,706
4
$484M 4.9%
2,034,140
-33
5
$407M 4.13%
1,508,443
-10,497
6
$362M 3.66%
2,963,600
+24,220
7
$347M 3.51%
1,335,408
-4,876
8
$327M 3.31%
3,060,880
-5,706
9
$322M 3.26%
549,371
+6,982
10
$311M 3.15%
1,809,160
+40,080
11
$267M 2.71%
735,188
-33,672
12
$256M 2.59%
1,867,719
-35,055
13
$231M 2.34%
3,422,380
-202,447
14
$223M 2.26%
764,304
+139,785
15
$212M 2.15%
1,830,365
+25,294
16
$212M 2.15%
420,166
+75,916
17
$208M 2.11%
1,012,867
-8,692
18
$187M 1.89%
339,754
+43,550
19
$164M 1.66%
672,956
+8,621
20
$160M 1.62%
805,737
-51,812
21
$156M 1.58%
1,478,626
+7,008
22
$155M 1.57%
1,387,097
+862
23
$152M 1.53%
648,012
-4,082
24
$151M 1.53%
434,453
+8,839
25
$147M 1.49%
1,729,420
-12,377
1
2 3 4 5