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
$6.87B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$23.4M
3
+$15.1M
4
CRM icon
Salesforce
CRM
+$12.9M
5
PG icon
Procter & Gamble
PG
+$12.6M

Top Sells

1
+$26.5M
2
+$24.6M
3
+$14.3M
4
META icon
Meta Platforms (Facebook)
META
+$12.8M
5
CL icon
Colgate-Palmolive
CL
+$12.4M

Sector Composition

1 Technology 31.84%
2 Healthcare 16.83%
3 Financials 11.71%
4 Consumer Discretionary 10.58%
5 Consumer Staples 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$172K ﹤0.01%
1,550
277
$171K ﹤0.01%
4,598
278
$170K ﹤0.01%
4,950
279
$163K ﹤0.01%
3,295
280
$161K ﹤0.01%
2,565
281
$160K ﹤0.01%
6,656
+256
282
$160K ﹤0.01%
1,050
283
$158K ﹤0.01%
950
284
$157K ﹤0.01%
2,200
285
$157K ﹤0.01%
1,800
-500
286
$154K ﹤0.01%
2,400
+1,400
287
$153K ﹤0.01%
1,500
288
$149K ﹤0.01%
+4,170
289
$147K ﹤0.01%
2,025
290
$147K ﹤0.01%
10,413
291
$147K ﹤0.01%
3,000
292
$146K ﹤0.01%
1,409
293
$146K ﹤0.01%
1,079
+45
294
$146K ﹤0.01%
1,000
295
– –
0
296
$143K ﹤0.01%
840
297
$140K ﹤0.01%
2,401
298
$138K ﹤0.01%
1,015
-8
299
$138K ﹤0.01%
1,660
-145
300
$138K ﹤0.01%
755
10 11
12
13 14