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
251
$203K ﹤0.01%
1,893
+950
252
$199K ﹤0.01%
2,830
-575
253
$198K ﹤0.01%
10,261
254
$194K ﹤0.01%
2,949
+244
255
$194K ﹤0.01%
14,697
-405
256
$190K ﹤0.01%
6,805
257
$188K ﹤0.01%
3,082
-464
258
$186K ﹤0.01%
3,000
259
$184K ﹤0.01%
8,631
260
$181K ﹤0.01%
666
261
$179K ﹤0.01%
2,824
+1
262
$178K ﹤0.01%
15,536
263
$177K ﹤0.01%
8,400
264
$173K ﹤0.01%
1,320
-270
265
$172K ﹤0.01%
2,300
+500
266
$167K ﹤0.01%
+8,106
267
$165K ﹤0.01%
3,500
268
$165K ﹤0.01%
3,330
269
$163K ﹤0.01%
41,595
-2,045
270
$162K ﹤0.01%
1,650
271
$160K ﹤0.01%
1,556
+336
272
$159K ﹤0.01%
6,395
273
$158K ﹤0.01%
18,300
274
$156K ﹤0.01%
2,740
+540
275
$155K ﹤0.01%
2,980
+337
9 10
11
12 13