LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.5B
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$17.3M
3
+$14.5M
4
TEL icon
TE Connectivity
TEL
+$11.9M
5
MSFT icon
Microsoft
MSFT
+$9.02M

Top Sells

1
+$11.1M
2
+$10.9M
3
+$8.46M
4
JNJ icon
Johnson & Johnson
JNJ
+$8.44M
5
META icon
Meta Platforms (Facebook)
META
+$7.33M

Sector Composition

1 Technology 27.8%
2 Healthcare 17.78%
3 Financials 10.19%
4 Consumer Staples 9.56%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$155K ﹤0.01%
6,472
302
$155K ﹤0.01%
840
303
$153K ﹤0.01%
7,000
304
$152K ﹤0.01%
2,485
305
$152K ﹤0.01%
1,500
306
$152K ﹤0.01%
3,330
307
$150K ﹤0.01%
1,500
308
$149K ﹤0.01%
1,900
309
$148K ﹤0.01%
1,000
310
– –
0
311
$146K ﹤0.01%
600
-5
312
$144K ﹤0.01%
978
313
$144K ﹤0.01%
22,300
-2,000
314
$144K ﹤0.01%
4,598
315
$143K ﹤0.01%
1,646
316
$143K ﹤0.01%
3,000
317
$142K ﹤0.01%
2,372
318
$141K ﹤0.01%
2,000
319
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1,554
320
$139K ﹤0.01%
3,935
321
$139K ﹤0.01%
2,526
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322
$139K ﹤0.01%
2,175
-1,220
323
$138K ﹤0.01%
6,400
324
$138K ﹤0.01%
14,839
325
$137K ﹤0.01%
3,600
11 12
13
14 15