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
$5.53B
AUM Growth
-$788M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$19.1M
3
+$18.6M
4
AMZN icon
Amazon
AMZN
+$13M
5
BDX icon
Becton Dickinson
BDX
+$12.2M

Top Sells

1
+$14.8M
2
+$13.3M
3
+$9.62M
4
RTX icon
RTX Corp
RTX
+$5.62M
5
TJX icon
TJX Companies
TJX
+$5.11M

Sector Composition

1 Technology 29.63%
2 Healthcare 18.25%
3 Financials 10.8%
4 Consumer Discretionary 9.75%
5 Consumer Staples 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$98K ﹤0.01%
1,308
+323
327
$94K ﹤0.01%
853
+714
328
$93K ﹤0.01%
1,274
329
$93K ﹤0.01%
7,000
330
$93K ﹤0.01%
6,550
331
$91K ﹤0.01%
7,668
-357
332
$90K ﹤0.01%
740
333
$90K ﹤0.01%
1,000
334
$89K ﹤0.01%
2,200
335
$88K ﹤0.01%
9,000
-10,000
336
$87K ﹤0.01%
2,345
-200
337
$86K ﹤0.01%
2,175
-742
338
$85K ﹤0.01%
819
339
$85K ﹤0.01%
1,851
340
$85K ﹤0.01%
2,500
341
$85K ﹤0.01%
900
342
$84K ﹤0.01%
3,510
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343
$83K ﹤0.01%
1,258
-242
344
$82K ﹤0.01%
1,352
345
$80K ﹤0.01%
1,228
+40
346
$80K ﹤0.01%
1,553
347
$80K ﹤0.01%
3,290
-6,110
348
$80K ﹤0.01%
847
349
$80K ﹤0.01%
1,072
350
$80K ﹤0.01%
2,342
12 13
14
15 16