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
$11.3B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$13M
3
+$10.1M
4
DKS icon
Dick's Sporting Goods
DKS
+$9.71M
5
TMO icon
Thermo Fisher Scientific
TMO
+$8.94M

Top Sells

1
+$22.9M
2
+$12.2M
3
+$8.5M
4
AMAT icon
Applied Materials
AMAT
+$5.05M
5
PGR icon
Progressive
PGR
+$4.89M

Sector Composition

1 Technology 40.61%
2 Healthcare 15.23%
3 Consumer Discretionary 10.81%
4 Financials 10.75%
5 Communication Services 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TWLO icon
301
Twilio
TWLO
$19.4B
$161K ﹤0.01%
1,295
VGIT icon
302
Vanguard Intermediate-Term Treasury ETF
VGIT
$33B
$160K ﹤0.01%
2,676
DBEU icon
303
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$704M
$159K ﹤0.01%
3,600
CINF icon
304
Cincinnati Financial
CINF
$25.7B
$158K ﹤0.01%
+1,060
ALL icon
305
Allstate
ALL
$52.9B
$156K ﹤0.01%
775
-6
IWP icon
306
iShares Russell Mid-Cap Growth ETF
IWP
$20.3B
$156K ﹤0.01%
1,122
BX icon
307
Blackstone
BX
$114B
$155K ﹤0.01%
1,039
HIG icon
308
Hartford Financial Services
HIG
$36.1B
$155K ﹤0.01%
1,220
DGRW icon
309
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.5B
$152K ﹤0.01%
1,820
IBDQ icon
310
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.8B
$151K ﹤0.01%
6,000
FNF icon
311
Fidelity National Financial
FNF
$15.5B
$151K ﹤0.01%
+2,692
CPNG icon
312
Coupang
CPNG
$52.8B
$150K ﹤0.01%
5,000
VRSN icon
313
VeriSign
VRSN
$22.4B
$144K ﹤0.01%
500
AVY icon
314
Avery Dennison
AVY
$13.5B
$143K ﹤0.01%
+816
GS icon
315
Goldman Sachs
GS
$236B
$143K ﹤0.01%
202
AVAV icon
316
AeroVironment
AVAV
$16.5B
$142K ﹤0.01%
500
CP icon
317
Canadian Pacific Kansas City
CP
$63.9B
$142K ﹤0.01%
1,790
-935
CCI icon
318
Crown Castle
CCI
$39B
$141K ﹤0.01%
1,370
SHOP icon
319
Shopify
SHOP
$198B
$136K ﹤0.01%
1,175
-520
BTU icon
320
Peabody Energy
BTU
$3.7B
$134K ﹤0.01%
10,000
BSX icon
321
Boston Scientific
BSX
$148B
$132K ﹤0.01%
1,233
EL icon
322
Estee Lauder
EL
$31.6B
$127K ﹤0.01%
1,575
XLE icon
323
Energy Select Sector SPDR Fund
XLE
$26.9B
$127K ﹤0.01%
1,500
BRKL
324
DELISTED
Brookline Bancorp
BRKL
$126K ﹤0.01%
11,979
USB icon
325
US Bancorp
USB
$73.6B
$124K ﹤0.01%
2,735
11 12
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