LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.5B
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$17.3M
3
+$14.5M
4
TEL icon
TE Connectivity
TEL
+$11.9M
5
MSFT icon
Microsoft
MSFT
+$9.02M

Top Sells

1
+$11.1M
2
+$10.9M
3
+$8.46M
4
JNJ icon
Johnson & Johnson
JNJ
+$8.44M
5
META icon
Meta Platforms (Facebook)
META
+$7.33M

Sector Composition

1 Technology 27.8%
2 Healthcare 17.78%
3 Financials 10.19%
4 Consumer Staples 9.56%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$136K ﹤0.01%
3,295
-5,890
327
$136K ﹤0.01%
1,800
-400
328
$135K ﹤0.01%
+794
329
$134K ﹤0.01%
820
330
$133K ﹤0.01%
2,127
331
$132K ﹤0.01%
970
332
$131K ﹤0.01%
+4,200
333
$131K ﹤0.01%
2,158
334
$128K ﹤0.01%
3,750
-6,994
335
$128K ﹤0.01%
4,960
336
$128K ﹤0.01%
1,540
+201
337
$128K ﹤0.01%
13,300
338
$126K ﹤0.01%
931
+626
339
$124K ﹤0.01%
4,470
340
$122K ﹤0.01%
8,000
341
$122K ﹤0.01%
5,000
342
$121K ﹤0.01%
819
343
$121K ﹤0.01%
1,220
-780
344
$121K ﹤0.01%
4,754
-1,375
345
$119K ﹤0.01%
345
-400
346
$119K ﹤0.01%
2,048
+848
347
$118K ﹤0.01%
16,680
-275
348
$118K ﹤0.01%
4,220
-2,862
349
$116K ﹤0.01%
4,065
350
$115K ﹤0.01%
4,786
-520
12 13
14
15 16