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
351
$82K ﹤0.01%
1,000
352
$80K ﹤0.01%
1,192
+4
353
$80K ﹤0.01%
1,300
354
– –
0
355
$78K ﹤0.01%
+1,500
356
$78K ﹤0.01%
+727
357
$77K ﹤0.01%
+1,100
358
$76K ﹤0.01%
+1,443
359
$74K ﹤0.01%
5,000
+4,000
360
$73K ﹤0.01%
1,125
361
$73K ﹤0.01%
1,437
362
$71K ﹤0.01%
437
363
$71K ﹤0.01%
+1,200
364
$71K ﹤0.01%
705
365
$70K ﹤0.01%
800
366
$69K ﹤0.01%
2,660
-2,414
367
$69K ﹤0.01%
2,034
+234
368
$68K ﹤0.01%
1,800
369
$67K ﹤0.01%
+2,465
370
$66K ﹤0.01%
4,775
371
$65K ﹤0.01%
1,872
-100
372
$65K ﹤0.01%
3,166
373
$64K ﹤0.01%
1,000
374
$63K ﹤0.01%
2,360
-500
375
$63K ﹤0.01%
2,400
13 14
15
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