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
251
– –
0
252
$214K 0.01%
3,474
-3,029
253
$212K 0.01%
4,500
254
$209K 0.01%
1,960
255
– –
0
256
$204K 0.01%
38,780
-3,220
257
$203K 0.01%
4,246
258
$198K 0.01%
1,480
259
– –
0
260
$195K 0.01%
28,247
+6,000
261
$190K 0.01%
3,100
262
$190K 0.01%
5,717
263
$189K 0.01%
5,776
+245
264
$184K 0.01%
12,146
-22,645
265
$184K 0.01%
7,325
-1,975
266
$183K 0.01%
6,040
+165
267
$181K 0.01%
2,019
268
– –
0
269
$178K ﹤0.01%
1,855
270
$177K ﹤0.01%
3,216
+2,056
271
$175K ﹤0.01%
6,315
-1,000
272
$170K ﹤0.01%
1,550
273
$167K ﹤0.01%
2,219
+281
274
$165K ﹤0.01%
2,557
275
$163K ﹤0.01%
515
+175
9 10
11
12 13