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
251
$254K ﹤0.01%
6,395
252
$253K ﹤0.01%
20,095
-91,805
253
$252K ﹤0.01%
602
+394
254
$252K ﹤0.01%
1,135
+159
255
$246K ﹤0.01%
8,631
256
$240K ﹤0.01%
13,107
257
$238K ﹤0.01%
+6,766
258
$237K ﹤0.01%
2,866
259
$236K ﹤0.01%
+5,337
260
$235K ﹤0.01%
3,009
-69
261
$232K ﹤0.01%
3,265
262
$232K ﹤0.01%
+4,436
263
$232K ﹤0.01%
9,000
264
$223K ﹤0.01%
4,876
265
$223K ﹤0.01%
2,625
266
$222K ﹤0.01%
1,400
267
$216K ﹤0.01%
619
-38
268
$216K ﹤0.01%
3,975
269
$216K ﹤0.01%
3,300
270
$213K ﹤0.01%
3,230
+2,008
271
$213K ﹤0.01%
4,226
272
$209K ﹤0.01%
3,582
273
$207K ﹤0.01%
1,880
-690
274
$204K ﹤0.01%
13,232
275
$202K ﹤0.01%
3,000
9 10
11
12 13