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
$6.87B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$23.4M
3
+$15.1M
4
CRM icon
Salesforce
CRM
+$12.9M
5
PG icon
Procter & Gamble
PG
+$12.6M

Top Sells

1
+$26.5M
2
+$24.6M
3
+$14.3M
4
META icon
Meta Platforms (Facebook)
META
+$12.8M
5
CL icon
Colgate-Palmolive
CL
+$12.4M

Sector Composition

1 Technology 31.84%
2 Healthcare 16.83%
3 Financials 11.71%
4 Consumer Discretionary 10.58%
5 Consumer Staples 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$311K ﹤0.01%
2,019
-28
227
$305K ﹤0.01%
2,950
228
$303K ﹤0.01%
6,550
229
$298K ﹤0.01%
5,962
230
$298K ﹤0.01%
15,700
231
$296K ﹤0.01%
5,189
232
$292K ﹤0.01%
3,612
+3,138
233
$289K ﹤0.01%
13,897
-1,300
234
$283K ﹤0.01%
3,020
235
$269K ﹤0.01%
3,195
-135
236
$266K ﹤0.01%
1,192
237
$260K ﹤0.01%
5,075
238
$258K ﹤0.01%
666
239
$258K ﹤0.01%
3,300
240
$254K ﹤0.01%
3,330
241
$254K ﹤0.01%
9,296
242
$252K ﹤0.01%
7,500
243
$251K ﹤0.01%
3,557
-600
244
$251K ﹤0.01%
1,400
245
$241K ﹤0.01%
4,320
-850
246
$237K ﹤0.01%
2,700
247
$237K ﹤0.01%
2,831
+2,170
248
$236K ﹤0.01%
9,000
249
$235K ﹤0.01%
2,022
-500
250
$232K ﹤0.01%
5,784
8 9
10
11 12