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
251
$264K ﹤0.01%
1,268
+28
252
$259K ﹤0.01%
3,120
253
$257K ﹤0.01%
1,205
-12
254
$257K ﹤0.01%
10,000
255
$247K ﹤0.01%
2,175
256
$239K ﹤0.01%
10,000
257
$234K ﹤0.01%
15,000
258
$233K ﹤0.01%
2,915
259
$226K ﹤0.01%
3,096
-5
260
$224K ﹤0.01%
7,000
261
$224K ﹤0.01%
559
+12
262
$223K ﹤0.01%
3,872
263
$223K ﹤0.01%
3,628
264
$221K ﹤0.01%
2,642
265
$220K ﹤0.01%
2,610
-300
266
$218K ﹤0.01%
2,350
267
$217K ﹤0.01%
6,473
268
$216K ﹤0.01%
180
269
$212K ﹤0.01%
6,134
270
$210K ﹤0.01%
1,885
-220
271
$207K ﹤0.01%
725
272
$204K ﹤0.01%
627
273
$200K ﹤0.01%
3,835
274
$199K ﹤0.01%
7,547
-615
275
$199K ﹤0.01%
4,789
+360
9 10
11
12 13