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
$3.63B
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$20.3M
3
+$9.84M
4
UL icon
Unilever
UL
+$3.2M
5
WOLF icon
Wolfspeed
WOLF
+$1.85M

Top Sells

1
+$11.8M
2
+$10.5M
3
+$9.82M
4
CBT icon
Cabot Corp
CBT
+$8.56M
5
PG icon
Procter & Gamble
PG
+$4.54M

Sector Composition

1 Technology 25.13%
2 Consumer Staples 14.87%
3 Industrials 12.99%
4 Healthcare 12.98%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$300K 0.01%
6,112
+33
227
$298K 0.01%
8,997
+2,772
228
$295K 0.01%
+1,210
229
$289K 0.01%
3,845
230
$282K 0.01%
3,575
+575
231
$277K 0.01%
2,236
232
$275K 0.01%
16,807
+2,844
233
$271K 0.01%
5,257
+3,118
234
$269K 0.01%
4,695
235
$268K 0.01%
6,510
-566
236
$266K 0.01%
1,100
237
$262K 0.01%
3,923
-100
238
$251K 0.01%
4,046
-1,250
239
$251K 0.01%
15,821
240
$250K 0.01%
16,100
+1,100
241
$249K 0.01%
35,375
242
$244K 0.01%
11,404
+1,028
243
$243K 0.01%
1,000
244
$237K 0.01%
2,383
245
$228K 0.01%
846
+416
246
$227K 0.01%
4,071
+71
247
$225K 0.01%
14,747
+4,500
248
$223K 0.01%
7,598
249
$222K 0.01%
9,000
250
$215K 0.01%
6,448
8 9
10
11 12