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
$11.4B
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$37.1M
2
+$13.6M
3
+$11.2M
4
NVDA icon
NVIDIA
NVDA
+$10.6M
5
VEEV icon
Veeva Systems
VEEV
+$9.69M

Top Sells

1
+$46.9M
2
+$29.1M
3
+$25.6M
4
MSFT icon
Microsoft
MSFT
+$16.2M
5
MA icon
Mastercard
MA
+$11.7M

Sector Composition

1 Technology 38.27%
2 Healthcare 16.17%
3 Consumer Discretionary 11.31%
4 Financials 10.6%
5 Communication Services 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PODD icon
276
Insulet
PODD
$20.2B
$333K ﹤0.01%
1,030
AR icon
277
Antero Resources
AR
$9.8B
$328K ﹤0.01%
+10,000
IJH icon
278
iShares Core S&P Mid-Cap ETF
IJH
$109B
$324K ﹤0.01%
4,935
-2,635
IWS icon
279
iShares Russell Mid-Cap Value ETF
IWS
$15B
$316K ﹤0.01%
2,259
DOW icon
280
Dow Inc
DOW
$19.9B
$315K ﹤0.01%
12,868
-1,610
CNQ icon
281
Canadian Natural Resources
CNQ
$71B
$312K ﹤0.01%
+10,000
YUM icon
282
Yum! Brands
YUM
$44.7B
$310K ﹤0.01%
2,119
WM icon
283
Waste Management
WM
$88.6B
$309K ﹤0.01%
1,428
BAM icon
284
Brookfield Asset Management
BAM
$83.9B
$308K ﹤0.01%
+5,730
J icon
285
Jacobs Solutions
J
$16.7B
$297K ﹤0.01%
1,845
-205
VONG icon
286
Vanguard Russell 1000 Growth ETF
VONG
$35.9B
$293K ﹤0.01%
2,407
+115
BTU icon
287
Peabody Energy
BTU
$4.38B
$291K ﹤0.01%
10,000
VO icon
288
Vanguard Mid-Cap ETF
VO
$94.7B
$291K ﹤0.01%
990
UPS icon
289
United Parcel Service
UPS
$92.2B
$287K ﹤0.01%
3,300
-400
EQIX icon
290
Equinix
EQIX
$78.7B
$283K ﹤0.01%
340
-358
IWV icon
291
iShares Russell 3000 ETF
IWV
$18.6B
$271K ﹤0.01%
710
CRWD icon
292
CrowdStrike
CRWD
$115B
$269K ﹤0.01%
515
LAMR icon
293
Lamar Advertising Co
LAMR
$13.4B
$261K ﹤0.01%
2,175
SO icon
294
Southern Company
SO
$97.8B
$254K ﹤0.01%
2,646
TSM icon
295
TSMC
TSM
$1.77T
$251K ﹤0.01%
863
+16
KNSL icon
296
Kinsale Capital Group
KNSL
$9.29B
$249K ﹤0.01%
550
MRVL icon
297
Marvell Technology
MRVL
$68.2B
$248K ﹤0.01%
2,995
-150
MMYT icon
298
MakeMyTrip
MMYT
$7.05B
$241K ﹤0.01%
2,710
+565
HPQ icon
299
HP
HPQ
$18.9B
$241K ﹤0.01%
8,657
AEP icon
300
American Electric Power
AEP
$63.8B
$240K ﹤0.01%
2,065
-150
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12
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