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
$5.53B
AUM Growth
-$788M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$19.1M
3
+$18.6M
4
AMZN icon
Amazon
AMZN
+$13M
5
BDX icon
Becton Dickinson
BDX
+$12.2M

Top Sells

1
+$14.8M
2
+$13.3M
3
+$9.62M
4
RTX icon
RTX Corp
RTX
+$5.62M
5
TJX icon
TJX Companies
TJX
+$5.11M

Sector Composition

1 Technology 29.63%
2 Healthcare 18.25%
3 Financials 10.8%
4 Consumer Discretionary 9.75%
5 Consumer Staples 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$155K ﹤0.01%
2,254
+249
277
$154K ﹤0.01%
4,950
278
$151K ﹤0.01%
1,500
279
$148K ﹤0.01%
2,025
-6,005
280
$147K ﹤0.01%
600
281
$144K ﹤0.01%
3,000
282
$143K ﹤0.01%
5,076
-100
283
$143K ﹤0.01%
6,400
284
$141K ﹤0.01%
5,375
-340
285
$139K ﹤0.01%
3,265
286
$138K ﹤0.01%
10,413
+4,013
287
$137K ﹤0.01%
9,460
-142
288
$136K ﹤0.01%
4,598
289
$135K ﹤0.01%
1,409
290
$134K ﹤0.01%
9,810
-41,404
291
$131K ﹤0.01%
+1,315
292
$131K ﹤0.01%
2,000
293
$131K ﹤0.01%
2,607
+42
294
$129K ﹤0.01%
1,034
295
$126K ﹤0.01%
912
+440
296
$125K ﹤0.01%
1,500
297
$125K ﹤0.01%
755
298
$124K ﹤0.01%
978
299
$123K ﹤0.01%
5,000
300
$123K ﹤0.01%
14,839
10 11
12
13 14