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
$5.53B
AUM Growth
-$788M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$19.1M
3
+$18.6M
4
AMZN icon
Amazon
AMZN
+$13M
5
BDX icon
Becton Dickinson
BDX
+$12.2M

Top Sells

1
+$14.8M
2
+$13.3M
3
+$9.62M
4
RTX icon
RTX Corp
RTX
+$5.62M
5
TJX icon
TJX Companies
TJX
+$5.11M

Sector Composition

1 Technology 29.63%
2 Healthcare 18.25%
3 Financials 10.8%
4 Consumer Discretionary 9.75%
5 Consumer Staples 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$121K ﹤0.01%
2,127
302
$120K ﹤0.01%
840
303
$120K ﹤0.01%
3,375
304
$120K ﹤0.01%
6,510
305
$119K ﹤0.01%
2,000
306
$119K ﹤0.01%
7,000
+2,000
307
$118K ﹤0.01%
3,295
308
$115K ﹤0.01%
3,000
309
$113K ﹤0.01%
2,475
310
$110K ﹤0.01%
8,475
-12,505
311
$110K ﹤0.01%
2,022
312
$109K ﹤0.01%
4,600
+1,000
313
$109K ﹤0.01%
950
314
$107K ﹤0.01%
725
315
$106K ﹤0.01%
1,930
-200
316
$106K ﹤0.01%
1,978
+292
317
$104K ﹤0.01%
+3,000
318
$101K ﹤0.01%
990
319
$101K ﹤0.01%
4,085
320
$100K ﹤0.01%
4,900
321
$100K ﹤0.01%
409
322
$100K ﹤0.01%
5,389
+1,400
323
$100K ﹤0.01%
1,657
324
$99K ﹤0.01%
1,300
325
$99K ﹤0.01%
2,240
+550
11 12
13
14 15