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
$5.53B
AUM Growth
-$788M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$19.1M
3
+$18.6M
4
AMZN icon
Amazon
AMZN
+$13M
5
BDX icon
Becton Dickinson
BDX
+$12.2M

Top Sells

1
+$14.8M
2
+$13.3M
3
+$9.62M
4
RTX icon
RTX Corp
RTX
+$5.62M
5
TJX icon
TJX Companies
TJX
+$5.11M

Sector Composition

1 Technology 29.63%
2 Healthcare 18.25%
3 Financials 10.8%
4 Consumer Discretionary 9.75%
5 Consumer Staples 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$288K 0.01%
6,311
227
$272K ﹤0.01%
4,339
228
$272K ﹤0.01%
5,466
229
$271K ﹤0.01%
1,089
+250
230
$270K ﹤0.01%
5,170
231
$268K ﹤0.01%
1,800
232
$268K ﹤0.01%
1,113
+192
233
$267K ﹤0.01%
757
234
$267K ﹤0.01%
7,206
-9,081
235
$267K ﹤0.01%
2,029
+10
236
$261K ﹤0.01%
2,795
+220
237
$251K ﹤0.01%
15,700
+6,000
238
$247K ﹤0.01%
9,296
-2,388
239
$243K ﹤0.01%
3,020
240
$240K ﹤0.01%
1,137
+2
241
$239K ﹤0.01%
5,075
242
$232K ﹤0.01%
9,000
243
$229K ﹤0.01%
2,522
+2,500
244
$221K ﹤0.01%
2,771
-145
245
$211K ﹤0.01%
1,400
246
$206K ﹤0.01%
2,700
-179
247
$205K ﹤0.01%
3,300
248
$205K ﹤0.01%
1,550
249
$204K ﹤0.01%
4,518
-358
250
$203K ﹤0.01%
7,500
8 9
10
11 12