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
$3.63B
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$20.3M
3
+$9.84M
4
UL icon
Unilever
UL
+$3.2M
5
WOLF icon
Wolfspeed
WOLF
+$1.85M

Top Sells

1
+$11.8M
2
+$10.5M
3
+$9.82M
4
CBT icon
Cabot Corp
CBT
+$8.56M
5
PG icon
Procter & Gamble
PG
+$4.54M

Sector Composition

1 Technology 25.13%
2 Consumer Staples 14.87%
3 Industrials 12.99%
4 Healthcare 12.98%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$125K ﹤0.01%
15,536
302
$124K ﹤0.01%
2,154
+1,179
303
$124K ﹤0.01%
1,280
304
$124K ﹤0.01%
1,741
305
$122K ﹤0.01%
+4,640
306
$121K ﹤0.01%
+1,485
307
$121K ﹤0.01%
875
-115
308
$120K ﹤0.01%
1,076
309
$120K ﹤0.01%
+1,333
310
$120K ﹤0.01%
2,100
311
$119K ﹤0.01%
1,019
312
$118K ﹤0.01%
2,500
313
$117K ﹤0.01%
6,484
314
$115K ﹤0.01%
1,488
-379
315
$114K ﹤0.01%
745
316
$113K ﹤0.01%
1,125
317
$113K ﹤0.01%
3,215
+890
318
$110K ﹤0.01%
4,790
+822
319
$110K ﹤0.01%
1,477
+1,177
320
$109K ﹤0.01%
2,035
321
$109K ﹤0.01%
2,005
+1,495
322
$107K ﹤0.01%
+2,761
323
$107K ﹤0.01%
+1,500
324
$106K ﹤0.01%
2,100
325
$105K ﹤0.01%
3,000
11 12
13
14 15