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
$10.1B
AUM Growth
-$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$13.3M
3
+$10.1M
4
NVDA icon
NVIDIA
NVDA
+$2.95M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.24M

Top Sells

1
+$19.8M
2
+$13.6M
3
+$10.5M
4
PYPL icon
PayPal
PYPL
+$10M
5
MSFT icon
Microsoft
MSFT
+$9.55M

Sector Composition

1 Technology 38.51%
2 Healthcare 17.03%
3 Consumer Discretionary 10.46%
4 Financials 10.36%
5 Communication Services 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$339K ﹤0.01%
1,592
227
$336K ﹤0.01%
6,240
228
$324K ﹤0.01%
700
229
$317K ﹤0.01%
11,457
230
$315K ﹤0.01%
1,661
231
$312K ﹤0.01%
2,172
232
$308K ﹤0.01%
5,737
-41
233
$301K ﹤0.01%
23,384
-1,078
234
$301K ﹤0.01%
4,926
-1,710
235
$300K ﹤0.01%
1,750
236
$296K ﹤0.01%
1,887
-1,662
237
$295K ﹤0.01%
2,478
238
$295K ﹤0.01%
2,119
239
$288K ﹤0.01%
+1,011
240
$288K ﹤0.01%
2,512
+304
241
$288K ﹤0.01%
3,806
-545
242
$285K ﹤0.01%
536
+14
243
$280K ﹤0.01%
2,360
+101
244
$278K ﹤0.01%
1,905
245
$274K ﹤0.01%
3,333
-475
246
$269K ﹤0.01%
2,043
247
$267K ﹤0.01%
5,387
+87
248
$266K ﹤0.01%
11,835
-2,665
249
$265K ﹤0.01%
2,748
-21
250
$264K ﹤0.01%
1,273
-75
8 9
10
11 12