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
$3.63B
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$20.3M
3
+$9.84M
4
UL icon
Unilever
UL
+$3.2M
5
WOLF icon
Wolfspeed
WOLF
+$1.85M

Top Sells

1
+$11.8M
2
+$10.5M
3
+$9.82M
4
CBT icon
Cabot Corp
CBT
+$8.56M
5
PG icon
Procter & Gamble
PG
+$4.54M

Sector Composition

1 Technology 25.13%
2 Consumer Staples 14.87%
3 Industrials 12.99%
4 Healthcare 12.98%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$105K ﹤0.01%
1,800
327
$104K ﹤0.01%
3,305
328
$104K ﹤0.01%
2,200
329
$103K ﹤0.01%
3,120
-80
330
$103K ﹤0.01%
2,325
331
$102K ﹤0.01%
1,120
+100
332
$98K ﹤0.01%
+553
333
$97K ﹤0.01%
2,225
-375
334
$96K ﹤0.01%
1,000
335
$95K ﹤0.01%
+1,200
336
$93K ﹤0.01%
900
337
$92K ﹤0.01%
2,500
-2,425
338
$92K ﹤0.01%
3,150
+1,000
339
$91K ﹤0.01%
2,050
340
$91K ﹤0.01%
1,800
341
$91K ﹤0.01%
6,930
342
$89K ﹤0.01%
1,200
343
$89K ﹤0.01%
+799
344
$88K ﹤0.01%
3,136
345
$87K ﹤0.01%
2,549
-2,472
346
$87K ﹤0.01%
2,434
347
$86K ﹤0.01%
2,855
-215
348
$84K ﹤0.01%
1,825
349
$84K ﹤0.01%
+3,000
350
$84K ﹤0.01%
+8,400
12 13
14
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