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
$3.63B
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$20.3M
3
+$9.84M
4
UL icon
Unilever
UL
+$3.2M
5
WOLF icon
Wolfspeed
WOLF
+$1.85M

Top Sells

1
+$11.8M
2
+$10.5M
3
+$9.82M
4
CBT icon
Cabot Corp
CBT
+$8.56M
5
PG icon
Procter & Gamble
PG
+$4.54M

Sector Composition

1 Technology 25.13%
2 Consumer Staples 14.87%
3 Industrials 12.99%
4 Healthcare 12.98%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$163K ﹤0.01%
3,205
-2,620
277
$162K ﹤0.01%
4,598
-1,100
278
$161K ﹤0.01%
19,508
+3,874
279
$160K ﹤0.01%
2,000
+500
280
$158K ﹤0.01%
3,867
281
$152K ﹤0.01%
5,860
282
$151K ﹤0.01%
4,008
+1,200
283
$151K ﹤0.01%
1,395
-750
284
$149K ﹤0.01%
7,100
285
$149K ﹤0.01%
1,787
+213
286
$149K ﹤0.01%
2,718
-748
287
$149K ﹤0.01%
4,039
-29
288
$147K ﹤0.01%
3,100
+3,000
289
$147K ﹤0.01%
1,878
-14
290
$143K ﹤0.01%
11,908
291
$140K ﹤0.01%
1,057
+382
292
$140K ﹤0.01%
27
293
$138K ﹤0.01%
1,782
294
$134K ﹤0.01%
2,000
295
$131K ﹤0.01%
6,400
296
$129K ﹤0.01%
8,370
-945
297
$128K ﹤0.01%
+2,520
298
$128K ﹤0.01%
+2,285
299
$127K ﹤0.01%
2,298
-650
300
$126K ﹤0.01%
1,650
10 11
12
13 14