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
$6.87B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$23.4M
3
+$15.1M
4
CRM icon
Salesforce
CRM
+$12.9M
5
PG icon
Procter & Gamble
PG
+$12.6M

Top Sells

1
+$26.5M
2
+$24.6M
3
+$14.3M
4
META icon
Meta Platforms (Facebook)
META
+$12.8M
5
CL icon
Colgate-Palmolive
CL
+$12.4M

Sector Composition

1 Technology 31.84%
2 Healthcare 16.83%
3 Financials 11.71%
4 Consumer Discretionary 10.58%
5 Consumer Staples 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$136K ﹤0.01%
2,000
302
$135K ﹤0.01%
4,675
-700
303
$134K ﹤0.01%
2,850
-525
304
$133K ﹤0.01%
2,600
305
$132K ﹤0.01%
8,475
306
$131K ﹤0.01%
3,000
307
$130K ﹤0.01%
1,851
308
$130K ﹤0.01%
3,384
+327
309
$130K ﹤0.01%
2,240
310
$130K ﹤0.01%
1,010
+1,000
311
$128K ﹤0.01%
5,510
312
$126K ﹤0.01%
3,245
313
$126K ﹤0.01%
7,498
-167
314
$125K ﹤0.01%
725
315
$124K ﹤0.01%
5,385
316
$123K ﹤0.01%
847
+43
317
$122K ﹤0.01%
5,076
318
$122K ﹤0.01%
1,114
+805
319
$122K ﹤0.01%
4,600
320
$122K ﹤0.01%
675
321
$119K ﹤0.01%
1,000
322
$119K ﹤0.01%
2,127
323
$118K ﹤0.01%
1,900
324
$116K ﹤0.01%
1,300
325
$112K ﹤0.01%
4,085
11 12
13
14 15