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
251
$232K ﹤0.01%
1,480
252
$229K ﹤0.01%
6,473
253
$226K ﹤0.01%
1,956
+420
254
$224K ﹤0.01%
3,672
255
$218K ﹤0.01%
14,900
-2,550
256
$214K ﹤0.01%
3,265
257
$214K ﹤0.01%
10,860
258
$212K ﹤0.01%
6,240
+4,020
259
$212K ﹤0.01%
6,805
260
$210K ﹤0.01%
2,101
-550
261
$207K ﹤0.01%
1,765
262
$206K ﹤0.01%
3,082
263
$205K ﹤0.01%
4,823
-11,816
264
$203K ﹤0.01%
1,513
265
$202K ﹤0.01%
1,825
266
$201K ﹤0.01%
6,950
+1,950
267
$198K ﹤0.01%
1,943
+1,325
268
$197K ﹤0.01%
2,825
+1
269
$196K ﹤0.01%
1,466
-375
270
$193K ﹤0.01%
1,900
+400
271
$193K ﹤0.01%
12,897
-1,800
272
$192K ﹤0.01%
3,000
273
$183K ﹤0.01%
8,400
274
$182K ﹤0.01%
1,083
+93
275
$175K ﹤0.01%
15,536
9 10
11
12 13