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
$10.1B
AUM Growth
-$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$13.3M
3
+$10.1M
4
NVDA icon
NVIDIA
NVDA
+$2.95M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.24M

Top Sells

1
+$19.8M
2
+$13.6M
3
+$10.5M
4
PYPL icon
PayPal
PYPL
+$10M
5
MSFT icon
Microsoft
MSFT
+$9.55M

Sector Composition

1 Technology 38.51%
2 Healthcare 17.03%
3 Consumer Discretionary 10.46%
4 Financials 10.36%
5 Communication Services 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$112K ﹤0.01%
1,172
327
$111K ﹤0.01%
1,570
328
$110K ﹤0.01%
847
329
$109K ﹤0.01%
4,795
-2,505
330
$109K ﹤0.01%
1,300
331
$107K ﹤0.01%
3,900
-840
332
$105K ﹤0.01%
1,122
+67
333
$105K ﹤0.01%
1,500
334
$97K ﹤0.01%
2,415
-60
335
$97K ﹤0.01%
1,765
-6,000
336
$96K ﹤0.01%
1,209
-148
337
$95K ﹤0.01%
6,917
338
$94.9K ﹤0.01%
328
339
$94.2K ﹤0.01%
100
340
$92.4K ﹤0.01%
500
341
$92.2K ﹤0.01%
3,000
342
$92.1K ﹤0.01%
1,800
343
$90.8K ﹤0.01%
5,397
344
$88.8K ﹤0.01%
500
345
$88.5K ﹤0.01%
1,510
346
$88.5K ﹤0.01%
2,180
-229
347
$88.2K ﹤0.01%
2,455
348
$85.1K ﹤0.01%
1,056
-510
349
$84.9K ﹤0.01%
2,000
350
$83.9K ﹤0.01%
1,233
12 13
14
15 16