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
$11.3B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1 +$23.6M
2 +$13M
3 +$10.1M
4
DKS icon
Dick's Sporting Goods
DKS
+$9.71M
5
TMO icon
Thermo Fisher Scientific
TMO
+$8.94M

Top Sells

1 +$22.9M
2 +$12.2M
3 +$8.5M
4
AMAT icon
Applied Materials
AMAT
+$5.05M
5
PGR icon
Progressive
PGR
+$4.89M

Sector Composition

1 Technology 40.61%
2 Healthcare 15.23%
3 Consumer Discretionary 10.81%
4 Financials 10.75%
5 Communication Services 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ELV icon
276
Elevance Health
ELV
$70.6B
$203K ﹤0.01%
522
-44
AUB icon
277
Atlantic Union Bankshares
AUB
$4.67B
$202K ﹤0.01%
6,473
TECK icon
278
Teck Resources
TECK
$20.1B
$202K ﹤0.01%
5,000
KDP icon
279
Keurig Dr Pepper
KDP
$35.3B
$198K ﹤0.01%
6,000
IFN
280
India Fund
IFN
$593M
$198K ﹤0.01%
12,000
IEFA icon
281
iShares Core MSCI EAFE ETF
IEFA
$156B
$198K ﹤0.01%
2,366
+200
UBER icon
282
Uber
UBER
$191B
$196K ﹤0.01%
2,105
+100
ETN icon
283
Eaton
ETN
$145B
$193K ﹤0.01%
540
-23
TSM icon
284
TSMC
TSM
$1.49T
$192K ﹤0.01%
847
CEG icon
285
Constellation Energy
CEG
$112B
$190K ﹤0.01%
590
-346
F icon
286
Ford
F
$52.6B
$190K ﹤0.01%
17,545
RRC icon
287
Range Resources
RRC
$8.9B
$190K ﹤0.01%
4,680
TRV icon
288
Travelers Companies
TRV
$62.4B
$187K ﹤0.01%
700
SU icon
289
Suncor Energy
SU
$51.2B
$187K ﹤0.01%
5,000
IJT icon
290
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.2B
$186K ﹤0.01%
1,400
AZO icon
291
AutoZone
AZO
$61.8B
$186K ﹤0.01%
50
D icon
292
Dominion Energy
D
$52.6B
$178K ﹤0.01%
3,155
-10
DISV icon
293
Dimensional International Small Cap Value ETF
DISV
$3.57B
$176K ﹤0.01%
6,060
DXCM icon
294
DexCom
DXCM
$21.5B
$174K ﹤0.01%
1,988
CSX icon
295
CSX Corp
CSX
$65.8B
$173K ﹤0.01%
5,289
ARKK icon
296
ARK Innovation ETF
ARKK
$8.43B
$171K ﹤0.01%
2,428
GD icon
297
General Dynamics
GD
$93.6B
$168K ﹤0.01%
575
VCR icon
298
Vanguard Consumer Discretionary ETF
VCR
$6.39B
$167K ﹤0.01%
462
EBAY icon
299
eBay
EBAY
$37.9B
$167K ﹤0.01%
2,237
NTRS icon
300
Northern Trust
NTRS
$24.6B
$165K ﹤0.01%
1,300