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
$10.1B
AUM Growth
-$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$13.3M
3
+$10.1M
4
NVDA icon
NVIDIA
NVDA
+$2.95M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.24M

Top Sells

1
+$19.8M
2
+$13.6M
3
+$10.5M
4
PYPL icon
PayPal
PYPL
+$10M
5
MSFT icon
Microsoft
MSFT
+$9.55M

Sector Composition

1 Technology 38.51%
2 Healthcare 17.03%
3 Consumer Discretionary 10.46%
4 Financials 10.36%
5 Communication Services 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$143K ﹤0.01%
1,500
302
$142K ﹤0.01%
525
303
$141K ﹤0.01%
459
+31
304
$140K ﹤0.01%
800
305
$140K ﹤0.01%
4,500
306
$136K ﹤0.01%
462
307
$133K ﹤0.01%
1,820
-680
308
$130K ﹤0.01%
1,823
-54
309
$130K ﹤0.01%
1,370
310
$129K ﹤0.01%
380
311
$126K ﹤0.01%
1,185
+63
312
$126K ﹤0.01%
4,000
313
$126K ﹤0.01%
2,000
314
$121K ﹤0.01%
1,216
315
$120K ﹤0.01%
1,655
316
$119K ﹤0.01%
612
317
$118K ﹤0.01%
500
318
$118K ﹤0.01%
2,500
319
$117K ﹤0.01%
1,655
-100
320
$117K ﹤0.01%
1,061
321
$114K ﹤0.01%
2,237
322
$113K ﹤0.01%
1,190
323
$112K ﹤0.01%
2,735
-132
324
$112K ﹤0.01%
+1,097
325
$112K ﹤0.01%
11,979
11 12
13
14 15