LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11B
1-Year Est. Return 11.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.5B
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$17.1M
3
+$14.2M
4
TEL icon
TE Connectivity
TEL
+$12.1M
5
MSFT icon
Microsoft
MSFT
+$9.04M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$8.91M
4
PG icon
Procter & Gamble
PG
+$8.9M
5
META icon
Meta Platforms (Facebook)
META
+$8.24M

Sector Composition

1 Technology 27.8%
2 Healthcare 17.78%
3 Financials 10.19%
4 Consumer Staples 9.56%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$201K ﹤0.01%
15,536
277
$196K ﹤0.01%
4,395
-105
278
$196K ﹤0.01%
2,455
-300
279
$194K ﹤0.01%
5,632
280
$189K ﹤0.01%
8,635
-1,800
281
$189K ﹤0.01%
1,124
+989
282
$186K ﹤0.01%
1,240
283
$183K ﹤0.01%
4,950
284
$181K ﹤0.01%
1,740
+480
285
$180K ﹤0.01%
839
286
$179K ﹤0.01%
9,025
-3,400
287
$179K ﹤0.01%
2,075
+775
288
$179K ﹤0.01%
9,602
-266
289
$179K ﹤0.01%
2,635
290
$178K ﹤0.01%
2,643
291
$178K ﹤0.01%
3,546
292
$177K ﹤0.01%
2,878
+678
293
$174K ﹤0.01%
1,495
+120
294
$174K ﹤0.01%
3,367
295
$174K ﹤0.01%
921
+55
296
$173K ﹤0.01%
1,320
-87
297
$172K ﹤0.01%
9,708
-1,521
298
$170K ﹤0.01%
1,650
299
$169K ﹤0.01%
1,375
-8
300
$166K ﹤0.01%
2,022
10 11
12
13 14