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
$5.5B
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$17.3M
3
+$14.5M
4
TEL icon
TE Connectivity
TEL
+$11.9M
5
MSFT icon
Microsoft
MSFT
+$9.02M

Top Sells

1
+$11.1M
2
+$10.9M
3
+$8.46M
4
JNJ icon
Johnson & Johnson
JNJ
+$8.44M
5
META icon
Meta Platforms (Facebook)
META
+$7.33M

Sector Composition

1 Technology 27.8%
2 Healthcare 17.78%
3 Financials 10.19%
4 Consumer Staples 9.56%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$345K 0.01%
5,110
227
$343K 0.01%
6,033
228
$340K 0.01%
4,400
229
$331K 0.01%
7,042
+2,316
230
$322K 0.01%
5,917
-300
231
$322K 0.01%
595
232
$311K 0.01%
12,500
233
$301K 0.01%
1,861
+1,686
234
$301K 0.01%
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235
$298K 0.01%
5,170
236
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20,980
-3,420
237
$295K 0.01%
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238
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16,602
239
$290K 0.01%
6,616
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240
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8,305
241
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9,700
+2,300
242
$276K 0.01%
10,103
243
$271K ﹤0.01%
8,400
244
$271K ﹤0.01%
7,199
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245
$269K ﹤0.01%
4,339
246
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4,579
247
$263K ﹤0.01%
1,800
248
$263K ﹤0.01%
19,000
249
$262K ﹤0.01%
4,675
+2,775
250
$258K ﹤0.01%
5,299
-30
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10
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