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
$10.1B
AUM Growth
-$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$13.3M
3
+$10.1M
4
NVDA icon
NVIDIA
NVDA
+$2.95M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.24M

Top Sells

1
+$19.8M
2
+$13.6M
3
+$10.5M
4
PYPL icon
PayPal
PYPL
+$10M
5
MSFT icon
Microsoft
MSFT
+$9.55M

Sector Composition

1 Technology 38.51%
2 Healthcare 17.03%
3 Consumer Discretionary 10.46%
4 Financials 10.36%
5 Communication Services 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$195K ﹤0.01%
5,000
277
$191K ﹤0.01%
6,000
278
$186K ﹤0.01%
7,500
279
$185K ﹤0.01%
6,250
280
$182K ﹤0.01%
1,822
281
$177K ﹤0.01%
1,450
282
$176K ﹤0.01%
2,556
283
$175K ﹤0.01%
2,065
284
$174K ﹤0.01%
5,000
285
$170K ﹤0.01%
8,000
286
$169K ﹤0.01%
1,030
287
$169K ﹤0.01%
4,680
288
$168K ﹤0.01%
1,155
289
$168K ﹤0.01%
575
-18
290
$165K ﹤0.01%
1,509
-443
291
$160K ﹤0.01%
3,184
292
$160K ﹤0.01%
3,155
293
$156K ﹤0.01%
1,452
294
$155K ﹤0.01%
500
295
$154K ﹤0.01%
970
296
$154K ﹤0.01%
8,508
297
$150K ﹤0.01%
6,000
298
$150K ﹤0.01%
700
299
$148K ﹤0.01%
1,200
300
$146K ﹤0.01%
3,600
10 11
12
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