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
$8.93B
AUM Growth
-$427M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$45.2M
2
+$23M
3
+$22.3M
4
FDS icon
Factset
FDS
+$16.4M
5
VEEV icon
Veeva Systems
VEEV
+$12.7M

Top Sells

1
+$27.5M
2
+$15M
3
+$12.4M
4
DIS icon
Walt Disney
DIS
+$10.5M
5
MSFT icon
Microsoft
MSFT
+$10.2M

Sector Composition

1 Technology 38.33%
2 Healthcare 16.32%
3 Consumer Discretionary 10.8%
4 Financials 10.77%
5 Communication Services 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$689M 7.71%
1,976,863
-29,314
2
$614M 6.87%
1,603,683
-32,314
3
$490M 5.49%
979,948
-7,651
4
$390M 4.36%
3,058,161
-12,778
5
$355M 3.97%
3,012,784
-4,390
6
$352M 3.94%
1,263,659
-34,746
7
$331M 3.7%
1,932,863
-8,519
8
$325M 3.63%
580,820
-2,710
9
$292M 3.26%
2,111,397
-3,001
10
$290M 3.25%
1,633,412
-8,700
11
$273M 3.06%
1,483,186
-17,622
12
$240M 2.69%
536,056
+7,230
13
$229M 2.57%
2,551,672
-74,124
14
$192M 2.15%
1,490,583
-7,406
15
$185M 2.07%
309,128
-5,511
16
$183M 2.04%
1,027,699
-12,072
17
$169M 1.9%
1,765,277
-13,823
18
$161M 1.8%
1,474,504
-7,184
19
$152M 1.7%
623,261
-7,884
20
$147M 1.65%
673,845
-5,602
21
$145M 1.63%
843,498
+28,013
22
$142M 1.59%
255,606
+1,621
23
$139M 1.56%
854,904
+141,464
24
$131M 1.46%
1,422,364
-25,662
25
$121M 1.36%
245,660
-3,319
1
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