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
$11.3B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1 +$23.6M
2 +$13M
3 +$10.1M
4
DKS icon
Dick's Sporting Goods
DKS
+$9.71M
5
TMO icon
Thermo Fisher Scientific
TMO
+$8.94M

Top Sells

1 +$22.9M
2 +$12.2M
3 +$8.5M
4
AMAT icon
Applied Materials
AMAT
+$5.05M
5
PGR icon
Progressive
PGR
+$4.89M

Sector Composition

1 Technology 40.61%
2 Healthcare 15.23%
3 Consumer Discretionary 10.81%
4 Financials 10.75%
5 Communication Services 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CRWD icon
251
CrowdStrike
CRWD
$135B
$262K ﹤0.01%
515
UNH icon
252
UnitedHealth
UNH
$294B
$260K ﹤0.01%
835
-2,076
TEL icon
253
TE Connectivity
TEL
$71.4B
$255K ﹤0.01%
1,686
VONG icon
254
Vanguard Russell 1000 Growth ETF
VONG
$33.1B
$250K ﹤0.01%
2,292
IWV icon
255
iShares Russell 3000 ETF
IWV
$17.2B
$249K ﹤0.01%
710
MRVL icon
256
Marvell Technology
MRVL
$78.4B
$243K ﹤0.01%
3,145
+350
SO icon
257
Southern Company
SO
$101B
$243K ﹤0.01%
2,646
GM icon
258
General Motors
GM
$66B
$238K ﹤0.01%
4,840
-2,210
ED icon
259
Consolidated Edison
ED
$35.5B
$236K ﹤0.01%
2,350
AEP icon
260
American Electric Power
AEP
$65B
$230K ﹤0.01%
2,215
+150
AME icon
261
Ametek
AME
$45.2B
$226K ﹤0.01%
1,249
MGY icon
262
Magnolia Oil & Gas
MGY
$4.02B
$225K ﹤0.01%
10,000
MTB icon
263
M&T Bank
MTB
$28.6B
$224K ﹤0.01%
1,155
OXY icon
264
Occidental Petroleum
OXY
$40.7B
$223K ﹤0.01%
5,300
IJJ icon
265
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.91B
$219K ﹤0.01%
1,775
VONV icon
266
Vanguard Russell 1000 Value ETF
VONV
$13.7B
$218K ﹤0.01%
2,561
MTCH icon
267
Match Group
MTCH
$7.76B
$216K ﹤0.01%
7,000
CHKP icon
268
Check Point Software Technologies
CHKP
$21.5B
$215K ﹤0.01%
970
BCPC
269
Balchem Corp
BCPC
$4.94B
$213K ﹤0.01%
1,335
HPQ icon
270
HP
HPQ
$24.6B
$212K ﹤0.01%
8,657
MMYT icon
271
MakeMyTrip
MMYT
$7.43B
$210K ﹤0.01%
+2,145
ARKW icon
272
ARK Web x.0 ETF
ARKW
$2.58B
$207K ﹤0.01%
1,402
DSI icon
273
iShares MSCI KLD 400 Social ETF
DSI
$4.99B
$207K ﹤0.01%
1,780
OKE icon
274
Oneok
OKE
$42.9B
$206K ﹤0.01%
2,525
IBDT icon
275
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.13B
$203K ﹤0.01%
8,000