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
$6.87B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$23.4M
3
+$15.1M
4
CRM icon
Salesforce
CRM
+$12.9M
5
PG icon
Procter & Gamble
PG
+$12.6M

Top Sells

1
+$26.5M
2
+$24.6M
3
+$14.3M
4
META icon
Meta Platforms (Facebook)
META
+$12.8M
5
CL icon
Colgate-Palmolive
CL
+$12.4M

Sector Composition

1 Technology 31.84%
2 Healthcare 16.83%
3 Financials 11.71%
4 Consumer Discretionary 10.58%
5 Consumer Staples 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$110K ﹤0.01%
1,822
327
$110K ﹤0.01%
1,200
328
$110K ﹤0.01%
6,761
329
$109K ﹤0.01%
1,000
-1,000
330
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+600
331
$106K ﹤0.01%
509
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$104K ﹤0.01%
1,274
333
$102K ﹤0.01%
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334
$100K ﹤0.01%
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-33
335
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336
$97K ﹤0.01%
2,342
337
$96K ﹤0.01%
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338
$96K ﹤0.01%
3,510
339
$96K ﹤0.01%
1,309
340
$95K ﹤0.01%
900
341
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$92K ﹤0.01%
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343
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344
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345
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346
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921
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347
$88K ﹤0.01%
1,107
-550
348
$87K ﹤0.01%
600
349
$86K ﹤0.01%
475
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350
$86K ﹤0.01%
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